Managing Templates

Templates are reusable configurations that define the structure and format of generated reports. Manage them from 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, operators often start here. Data Sources for products such as Midaz or CRM may already be configured. The first manual task is to choose, create, or update the Template.

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Accessing the Templates page

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To open the Templates page, click Templates from the left-side menu on the Reporter page. The page lists templates in a table. The columns are Name, Template ID, Format (CSV, XML, HTML, TXT, or PDF), Last Modified, and Actions. You can filter templates by 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 that creates a template from blocks.
• 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 absent.

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Available actions menu

For each template, the following actions are available in the action menu ():

• Edit: opens the edit wizard, for every template. The Template Builder creates templates but does not open a saved one.
• Delete: permanently removes the template and the reminders linked to it.

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Related pages