Adding, removing, and restoring content

How to add custom content, exclude and re-add items, publish changes, and use version history to restore previous versions.

Creating custom content

You can add entirely new content to your template at any level:

Adding a custom section

A custom section creates a new top-level heading in your report.

While editing your template, look for the Add Section button below the section list.
Enter a name for your new section.
The section is added to the bottom of the list - drag it to your preferred position.

Adding a custom group

A custom group adds a sub-heading within an existing section.

Expand the section where you want to add the group.
Click the New group button.
Enter a name for the group.

Adding a custom item

A custom item adds a new content block.

Navigate to the section or group where you want to add the item.
Click the New item button.
Enter a name and then edit the content using the item editor.

Custom content is marked with a Custom badge so you can easily identify what you've added versus what came with the default template.

Summary section showing a custom Christmas period item with the Custom element badge

Excluding items

If there are default items in your template that you don't want in your reports, you can exclude them. Excluding an item removes it from your report without permanently deleting it.

To exclude an item:

Find the item in the Report Items tab.
Click the item's delete action.
Confirm the exclusion.

Excluded items move to the Excluded Items tab, where they remain available to be re-added.

Note: You cannot delete default sections or groups. You can only exclude individual items. Custom sections, groups, and items that you created can be fully deleted.

Warning: If you delete a custom item, any content you've written for it is permanently lost. You can re-add the default version of an excluded item from the Excluded Items tab, but custom content cannot be recovered once deleted.

Re-adding excluded items

To bring back an item you previously excluded:

Switch to the Excluded Items tab.
Browse the Content Library - items are organised by their original section.
Click the Add to report button on the item you want to restore.

The item is added back to your template in its original position.

Publishing your changes

When you're happy with your draft, click Publish Changes in the header to make your changes live.

Draft mode action buttons including Publish changes

Publishing does the following:

Creates a version snapshot - your current draft is saved as a point-in-time version for future reference.
Updates your live template - all reports generated from this point forward will use your updated template.
Clears the draft - the template returns to read-only mode with your changes now live.

Important: Publishing only affects new reports generated after the publish. Existing reports that have already been generated are not changed.

Version history

Every time you publish changes, a version snapshot is automatically saved. This gives you a complete history of your template changes.

Viewing version history

While editing your template, click the Version history button in the header.
The version history panel shows all previous versions, newest first.

Version History panel showing three versions with dates and Restore buttons

Each version shows:

Version number - sequential number
What triggered it - Published, Restored, or Reset to Default
Label - a description of the change (e.g. "Published version 3")
Name (optional) - you can give a version a name to make it easier to identify later (e.g. "Before GST rewrite" or "Final approved version")
When - the date and time
Who - the user who made the change

Restoring a previous version

If you need to go back to a previous version of your template:

Open Version History.
Find the version you want to restore.
Click Restore this version.

Restoring a version:

Immediately updates your live template to match the selected version
Creates a new version snapshot of the restored state (so you have a record of what was applied)
Opens a draft with the restored content, allowing you to review and make further changes if needed

All previous versions are preserved - restoring does not delete any history. If you need to undo a restore, you can restore an earlier version in the same way.

Resetting to system default

If you want to start fresh and remove all customisations:

While editing, click the Settings button in the header.
Select Reset to Curia default.
Confirm the reset.

This removes all your customisations and restores the original system template. A version snapshot is saved before the reset, so you can always restore your customised version later if needed.