# Report Templates

The **Report Templates** feature allows you to upload and customize report formats using [Carbone](https://carbone.io/documentation.html). Carbone enables dynamic document generation using variables and data inputs.

## Access and Navigation

You can access **Report Templates** under the **Settings** module.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfEZZqeFdChUIYPT1T3JB0mCIwsKKYx6wgb5J0Wq5efjJheoBgUiPGYbkyYZBjR2zg67ay3Y1DyqGjK5UIHjxRW9T8Kr7yRPuOwD3vpt8chkRciB2j6OoczksRPwpgfzgjQW8J_DkfjP3l2hZmbv9JD7D8?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

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

{% 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 a New Template

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXczXkq1vurUF-SQBGcT_Hzx9LcxNiFrTZ_YVKsRtPW60xLgA1UzbMSARF_lf6LWZWb9W1ASIHfYAwyNRcTXtf_arEmYp0l2VIE_Up359tAOB9PiXsxjisSU2loXhyzdt9o7vpLMfTkiZDpqFcPp42fTrl0?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcM5EbGbnLqZJQzazXJrS818dbGTb_cBzgYpTHKz2Is5IWRvFf0v-hJ8kmblsAWswgCwONeMtL5nsDuW5cE4PB9W4uK7Vg9wqPwqZVjhH-Kr_lpY255Yb6RJSSa8pOtpb8XAJ3ABSpfNdpK-lmYDXj7iNCx?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

* Once complete, click **Add Report Template** to save

{% hint style="info" %}
Only `.odt` Files are supported
{% endhint %}

## Update an Existing Template

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfq4s3wfqIXS4_K9ScCNbpfokqZ3yti7bzDmMVezSyjSrHW5Bqu2Pb9tAi2PpVKZCpuFCJ_kg94pTmm5ogSb0g5LEuovukb_8jPFcjVCi1wVOzzRKEeU1yYHBF2J4mK8z6mjvIq5az-86d0vS_d0SZ3fcjD?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

* 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 D**ownload** icon on the right side of any report template to get a copy of the uploaded `.odt` file.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeAZv_pd2MWIz0irXwyAKuZbQ-lADeDyX8iZL9I4ZuTFjV2o-aybBk_LArStwO7Pc2Cf-UqNsnGDiGnXFxiJx-8TJiRKmL_qLq16YA2602bTs17NRvKZFqpPJewXKNyIdifciiUNh_OvQ2cE8B3GTXMd7aS?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

## Delete a Report Template

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXddnW0m--dAe-0o9_WRoYATm64m27YTVCpuqkTbtS9fxRUIjuMGunNZAIdyRubgH1aYHP12SO5ngab7A7McvOLY-RStsLGZQWQ5p0m51f2oD5HgdeEdhnro6aZvALhvFNAhBZzTNHvRfgT3c1-0TCDyBG-T?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

## View Sample Data

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeJQ8jMQBmhoKbVsM2Rt-0FxEvPa93FN9UVcRcbP3H8bKBK07qZ1FWvi7vuLmMavU4ta-addW4A9Ornh03NC2rTyp4OCjl3y62bqwM5mjqf1ylZV59r0s4ErbbRvpsKZnyMOf6XRN_UDD6qYFOljmvNDJ4?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Each report type provides different variables, so sample data may vary
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe7DyrXVrSH7-Fmp--Wi98MHuC4qIlXuZ02t7HIjwBTR2dT-lQrffd1ELnW174xdjY8KJ6FXUFHWau67btXcrhP_HXhsF5VfgFz9s4TGmL94flijtPpClgHnmcSCVn3esottcvtIJ-puYS5RmSfRTkEU48?key=nElYkW4s2Bsu86uEVp7mPw" alt=""><figcaption></figcaption></figure>

***

{% hint style="success" %}
For advanced formatting and usage, refer to the [Carbone documentation](https://carbone.io/documentation.html)
{% endhint %}