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Documentation Index

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Templates are reusable configurations that define the structure and format of generated reports. In this section, you’ll learn how to manage templates via the Lerian Console. Use the Templates page to manage the reusable definitions that operators select when generating Reports. A Template controls the output format, file layout, and the data fields Reporter uses. In the common internal-product journey, this is often where operators start: Data Sources for products such as Midaz or CRM may already be configured, so the first manual task is choosing, creating, or updating the Template.

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Accessing the Templates page

To open the Templates page, click Templates from the left-side menu on the Reporter page. The page displays all templates for the organization in a table format, with the following columns:
  • Name — the template name.
  • Template ID — the unique identifier for the template.
  • Format — the output format (CSV, XML, HTML, TXT, or PDF).
  • Last Modified — the date the template was last modified.
  • Actions — action menu.
You can filter templates by name, creation date, or output format using the filter fields above the table.

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Creating templates

The Templates page offers two creation modes:
  • Template Builder — a visual editor for building templates in a guided flow.
  • New Template — uploads a .tpl file created externally.
Choose Template Builder when the operator needs a guided, visual flow. Choose New Template when a technical team already prepared the .tpl file outside the Console. If the Template needs fields from a Data Source, confirm that the source already appears in the builder. Add a new Data Source only when the required external connection is missing.

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Available actions menu

For each template, the following actions are available in the action menu ():
  • Preview — previews the template (available only for templates created with the Template Builder).
  • Edit — opens the edit wizard or the Template Builder, depending on how the template was created.
  • Delete — permanently removes the template.

Add a Template

Create a Template visually or upload a prepared .tpl file.

Update a Template

Change the Template used for future Reports.

Delete a Template

Remove a Template that is no longer operationally needed.

Template Builder

Build a Template with visual blocks instead of editing .tpl code.
Updating or deleting a Template does not change Reports already generated. It only changes what can be generated next.