Report Templates

The Report Templates feature allows you to upload and customize report formats using Carbone. Carbone enables dynamic document generation using variables and data inputs.

Access and Navigation

You can access Report Templates under the Settings module.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Add a New Template

• Click + New Template located at the upper-right corner of the screen

• A pop-up form will appear. Fill in the following details:

  • Template Type – Select the kind of report the template is for

  • Name – Enter the template name

  • Description – Briefly describe the template’s purpose

  • Template – Upload your file in .odt (Open Document Format) by browsing or dragging and dropping it

  • Applies To – Set conditions for which users can use this template

• Once complete, click Add Report Template to save

Update an Existing Template

• Click the Pencil icon next to the template you want to update

• Modify the necessary fields

• To replace the file, re-upload a new .odt file in the Template field

• Click Update Report Template to save your changes

Download an Existing Template

Click the Download icon on the right side of any report template to get a copy of the uploaded .odt file.

Delete a Report Template

Click the Trash Bin icon next to a template to remove it from the system.

View Sample Data

Click View Sample Data on the right side of the screen to see available variables for a specific report type