Report Templates
Last updated: January 2025
Last updated
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Last updated: January 2025
Last updated
Was this helpful?
This feature enables users to upload custom templates and customize the formatting of specific reports using . 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.
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.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen
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
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
