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Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

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.

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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.

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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

Update a template

Delete a template

Template Builder