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Use this page when a Template should remain available, but something about its name, output format, layout, or source file needs to change.

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Objective

Update the reusable Template that future Reports will use. For example, update a Template when the report owner changes the required CSV columns. Update it when the output format must be XML instead of TXT. Update it when the Template name is too generic for operators to identify safely.

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When to use

Use this task when:
  • you still need the Template.
  • the name or output format is wrong.
  • an uploaded .tpl file needs a replacement.
  • future Reports should use the corrected Template.
Do not use this task to change a Report already generated. Generated Reports are historical files. Correct the source setup and generate a new Report.

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Before you start

Every Template opens in the same edit wizard. You can update the name, output format, and category, or replace the .tpl file. The Template Builder does not open a saved Template. To change the blocks of a Template that you built, build it again and save it as a new Template, or replace its .tpl file. Confirm that the change applies to future Reports. Reports already generated from the old Template stay unchanged.
Replacing a .tpl file affects every future Report generated from this Template. Validate the new file before using it for a reporting cycle.

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Step by step

1

Open the Templates page

Go to Templates and locate the Template you need to update.
2

Open the edit action

Click the three dots () in the Actions column and select Edit.
3

Edit the Template fields

In Edit template, update the fields that changed: Template Name, Output Format, Category, and Template File (.tpl). If you do not upload a new file, the current file stays.
4

Save the changes

Click Update Template.
5

Generate a test Report

Generate a new Report with the updated Template and confirm that the output matches the expected structure.

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Field guide

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Expected result

The Template stays on the Templates page with the updated configuration. Future Reports generated from it use the new name, output format, and Template structure.

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Common errors and care points

Updating a Template does not rewrite Reports already generated. Generate a new Report after correcting the Template.
If the .tpl file structure and Output Format do not match the expected delivery format, operators can generate the wrong file type.
Names like Template 1 or New Template are hard to distinguish during report generation. Use a name that includes the report purpose or period.

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Next steps

API equivalent

Update templates endpoint