The Smart Templates plugin brings dynamic, customizable reporting capabilities to the Midaz Console. It lets you manage reusable templates and generate downloadable reports tailored to your organization’s data.

This section walks you through how to use the Console to create, edit, and delete templates, as well as generate and download reports. Whether you’re testing output formats, managing report lifecycles, or integrating templates into your workflows, this guide is your starting point.

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Attention

The Smart Templates in the Midaz Console is only available if you’ve acquired the Smart Templates plugin. Want access? Get in touch with our team to learn more.

Accessing the Smart Templates page

To open the Smart Templates page, click the Smart Templates icon on the left-hand navigation bar (Figure 1).

The Smart Templates page will open and display information about the plugin, including available actions. (Figure 2)

Available actions

From the Fees page, you can:

• Manage Templates
• Manage Reports