Report Templates

This feature enables users to upload custom templates and customize the formatting of specific reports using Carbone. Carbone supports .odt (Open Document Format), which can be created or edited using word processing applications.

To assist with template customization, you can refer to the View Sample Data section in each report, which contains the available Carbone variables.

Access and Navigation

The Report Templates is under the Reports menu.

If you cannot view a link from the list, check the privilege assigned to your user account or role.

Add Templates

• To add new templates, click the + New Template button on the upper right portion of the screen

• Type in the details of your template in the popup fields that have appeared

  • Template type - This specifies the type of template being uploaded. The following template types are available for customization:

    • Assessment Form

    • Official Receipt

    • Report Card

    • Statement of Account

  • Name

  • Description

  • Template - This is where you can browse for your templates for upload

  • Applies to - You can set rules as to which students will follow the template format you are uploading

• Click the Add Report Template button once you've uploaded your template and indicated your template's settings

Update Templates

• To update an existing template, click on the Pencil button on the line of the report

• Update fields as needed or upload a replacement template in the pop-up window

• Click the Save Changes button once done

• To verify that your template was uploaded, click the Download button next to the Pencil button