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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.

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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