Create a Policy from a Report

To create a policy from a report, you will need to:

1. Click on “Reports”.

2. Navigate to the report you want to create as a Policy.

3. When hovering over the desired check, click on the ellipses menu ([…])to the right of the title.

   

4. Click “Create policy from report”.

5. This will open the Policy Builder, with the “Logic” and “Details” prefilled.

   1. On “Logic”, check that the Logic is the desired logic and the same as the report.
   2. On “Details”, amend the “Title” and “Description” if required.

6. Click “Save”. The policy will be created, and the data will be gathered for the policy.