# 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="/files/FMS2hO2ZmgWmKr7NIGmQ" alt=""><figcaption></figcaption></figure>

## Access and Navigation

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

<figure><img src="/files/6YcHXtI8p4vNwQtCM9f4" 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="/files/z0sODatgXxqaPaD7D70P" 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="/files/sgtoX5AMEW8v3nYDueag" 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="/files/SdOBWPk6T5Xd576CisOf" alt=""><figcaption></figcaption></figure>


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