# Report Templates

This feature enables users to upload custom templates and customize the formatting of specific reports using [**Carbone**](https://carbone.io/documentation/design/overview/getting-started.html#building-a-template). 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.

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FsvGl3zsDloag4pt0NLVM%2Fimage.png?alt=media&#x26;token=4127e8d4-b522-44e8-819f-a6ec8d769807" alt=""><figcaption></figcaption></figure>

## Access and Navigation

The **Report Templates** is under the **Reports** menu.

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FKwcMS0jBjXLxvOKkfxpQ%2Fimage.png?alt=media&#x26;token=1eb60aed-ec53-487d-853c-d42d1c905ea4" alt=""><figcaption></figcaption></figure>

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

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen
{% endhint %}

## 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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FxmdhLHYmcC8WtJSzHb2I%2Fimage.png?alt=media&#x26;token=853bdfb5-6e73-489d-af8a-4f296bfa8019" alt=""><figcaption></figcaption></figure>

## 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

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2FRPQvw7vMQQtm1jO54jMq%2Fimage.png?alt=media&#x26;token=1b74789e-6490-4ebd-83e0-e85ab85508a3" alt=""><figcaption></figcaption></figure>

* Click the **Save Changes** button once done
* To verify that your template was uploaded, click the **Download** button next to the Pencil button

<figure><img src="https://3973081029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M1SysIMhMO_ls3VlZcw%2Fuploads%2Fip5LIVlSTpbIwRcVgw6b%2Fimage.png?alt=media&#x26;token=73c16161-563a-4006-b251-b7fe9ee3c65b" alt=""><figcaption></figcaption></figure>
