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Using report templates

Create report templates and add them to engagements

Overview

Reports are generated from a template. Report templates are Word documents that contain the text, formatting, and mail merge tags that are generated into your report. Admins can save firm-wide templates in the admin settings so practitioners can pull a copy into any engagement. Or, practitioners can create a one-off report template for a specific engagement.

How it works

  1. Create a document in Microsoft Word, and add mail merge tags, fixed content (text or images), and formatting

  2. Upload your template to Fieldguide

  3. Generate the template to create a report

Use a report template

To use a report template:

  1. Add the report template to your engagement

  2. Generate the template to create a report

Edit a report template

Report templates are typically designed to be re-used across engagements, but you can edit them when changes are needed. See here for information on editing report templates.

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