Report template creation

Who manages my report template?

Your report template is managed by Curia on your behalf. You cannot edit templates directly within the platform.

If you need any changes to your template, contact the Curia support team. We will make any modifications you require, including:

• Adding or removing sections
• Changing conditional logic rules
• Updating merge tags
• Modifying static content and formatting

How do merge tags work?

Merge tags are placeholders in your template that are replaced with specific data when a report is generated.

• Merge tags are enclosed in double angle brackets: <<merge_tag>>
• When the report is generated, Curia replaces the tag with the corresponding data

Examples of merge tags include:

• <<delayed_settlement_interest_rate>>
• <<land_address>>

How do conditional blocks work?

Conditional blocks are sections of content in your template that only appear in the final report if certain conditions are met.

• Conditional blocks allow for dynamic content based on specific rules or criteria
• These rules can be simple or complex, depending on your requirements
• Conditional blocks can be nested within each other for more intricate logic

Examples of conditional block rules:

• Simple: Show a section if the delayed settlement interest rate is greater than 8%
• Complex: Include a paragraph if the purchaser intends to perform work AND there is no complying development certificate

How are merge tags and conditional blocks used together?

Merge tags can be used within conditional blocks to create even more dynamic content. For example:

{ if delayed_settlement_interest_rate > 8%}

We recommend reducing the delayed settlement interest rate from <<delayed_settlement_interest_rate>>% to 8%.

{ endif }

What is static content?

Static content refers to any content in your template that is not a merge tag or inside a conditional block. This content will appear in all reports generated from the template.

Examples of static content include:

• Headings
• Introductory paragraphs
• Glossary of terms
• Explanations of fields (e.g. First Home Buyer Assistance Scheme and link to documentation)
• Closing statements

What other sections are available in reports?

• Summary: A snapshot of key terms and recommendations found at the start of the report. Optional, contact us if you want this enabled.
• Table of contents: A list of major sections and their page numbers. Optional, contact us if you want this enabled.

How do I request changes to my template?

To request changes to your template:

• Contact the Curia support team with your requirements.
• We will discuss your needs and implement the changes.
• Changes will be tested before being applied to your account.

FAQ

What is a report template?

A report template defines the structure and formatting of your client reports, including which sections appear and how they are styled.

Can I have multiple report templates?

No, each account can only have a single report template.

Can I edit my template myself?

No, templates are managed by Curia on your behalf. Contact Curia Support to request any changes.

Do template changes affect existing documents?

Yes, existing documents can be downloaded again and they will use the latest report template.