7.3 Creating a Report Template

Use Microsoft Word (*.docx format) to create your template. Element names must be placed within curly braces {} . These tags will be replaced with the actual data during report generation.

Example

Name: {Individual/Name/FirstName/Value}{Individual/Name/LastName/Value}{Organisation/Name/Value}

Depending on the data, the report may show:

Name: Authority Software Limited

or

Name: Joe Bloggs

Showing Annotations Instead of Values

Some elements use codes like FATCA501.

To show a more user-friendly description (called an annotation), add an exclamation mark before the closing brace:

{Payment/Type!}

This will display a label like "Dividends" instead of the code.

Inserting Element Tags into the Template

You can insert tags in two ways:

Option 1: Right-Click Menu

• After setting the root element, right-click on any child element and select Copy Report Generator Tag or Copy Report Generator Annotation Tag.

• Paste this into your Word template, e.g. {AccountNumber/Value} .
• You can also use the same tag in the report name pattern field.

Option 2: Drag and Drop

• Position XML Authority and Word side by side.
• Drag an element from XML Authority and drop it into the Word document.
• This also works for the report name pattern field.

Note: Drag and drop only works after setting the root element.