7.2 Configuring a Report Template

To begin setting up your report:

Click the Configure button to open the Configure Report Template form.

1. Set the Root Element

• Navigate to the desired schema element in the interface.
• Click Set to define it as the root element for report generation.
• You can change this later by selecting a different element and clicking Set again.

2. Import a Report Template

• Click Import… to import a Word template (*.docx format).
• The template will be embedded into the project file (*.xad), so no external link is needed after importing.

Once imported:

• A table will display all detected elements in the template.
• It will show whether each is an individual item or a table, and whether the value or its annotation will appear in the final report.

To make changes to your template:

• Click Export Report Template to save and edit the template locally.
• After editing, reload it by clicking Import… again.

To remove the current template:

• Click Delete Report Template.

3. Define the Report File Name

• Use the optional Report Name Pattern field to customise how each file is named.
• You can insert element tags like {FirstName}{LastName} - {TIN} to personalise filenames.
• After making changes, feedback about the pattern and any errors will be shown below.

Clicking the Report Generator Guide button will direct you to the "Report Generation" section of the XML Authority online documentation.