Understanding your report template

Learn how your report template is structured, what you can and can't customise, how the primary field works, and how to configure document settings.

Template structure

Your report template is organised into three levels:

Sections are the top-level headings in your report (e.g. Property, Exchange, GST, Planning)
Groups sit inside sections and provide a sub-heading level. Not every section uses groups.
Items are the individual content blocks that make up your report. Each item contains the actual text, merge tags, and conditional content that appears in your final report.

Property section expanded showing items and the Area group nested inside

Navigating the editor

The Report Items tab shows all your sections as collapsible panels. Click a section header to expand or collapse it and see the groups and items inside.

Each section header displays:

The section name
A count of groups and items it contains
Badges indicating special properties (see below)

Section headers showing Conditionally visible and Repeating badges

Understanding badges

Badges appear on sections, groups, and items to indicate special behaviour:

Custom - you created this element; it's not part of the default template
Modified - you've changed this element from the default (renamed, changed content, etc.)
Conditionally Visible - this element only appears in reports when certain conditions are met. Hover over the badge to see the conditions.
Repeating - this element repeats for each entry in a list (e.g. once per title search)

What you can change

You have full control over:

Content - edit the text, formatting, merge tags, and conditional blocks within any item
Order - drag and drop to reorder sections, groups, and items
Names - rename sections and groups
Visibility - control when sections, groups, and items appear using visibility conditions
Item settings - toggle options like "Always Visible" and "Show Page Number"
Custom content - create entirely new sections, groups, and items

What you can't change

Some aspects of the template are managed by the system and can't be modified:

Default sections and groups cannot be deleted. You can exclude individual items from your template, but the section and group structure from the default template remains available. Excluded items can be re-added at any time from the Excluded Items tab.
Repeating behaviour is fixed. Some sections repeat automatically for each entry in a list (e.g. the Title Details section repeats once per title search, the Pool Details group repeats once per pool). This repetition is built into the system and cannot be turned on or off.
Field metadata is automatic. When a report item is linked to a review field (see Primary Field below), metadata such as comments, location references, and recommendations are automatically included in the report. You don't need to add these manually.

Primary field

Most report items are linked to a review field - this is called the item's primary field. The primary field serves two purposes:

Automatic metadata

When an item has a primary field, the report automatically includes any metadata from that field after the item's content. This includes comments, location in contract references, recommendations, risk and images that the reviewer has added. You don't need to manually add merge tags for this information - it's appended automatically.

Default visibility guard

The primary field also acts as a built-in visibility guard. If a reviewer sets a field to "not visible" during the review, any template items linked to that field are automatically hidden from the report. This means items naturally follow the reviewer's decisions about what's relevant without needing explicit visibility conditions.

Think of the primary field as a special visibility condition that's always active - if the linked field isn't visible, the item won't appear in the report.

Always Visible override

In some cases, you may want an item to appear in the report even when its primary field has been hidden by the reviewer. Turning on the Always Visible toggle in the item's Settings tab overrides both the primary field visibility guard and any visibility conditions.

For example, consider the "Environmental and Heritage Protections" field. If a reviewer determines that no protections apply, they may hide the field. Without "Always Visible", the template item linked to that field would be hidden entirely - even if you had written a conditional block inside it to display "No environmental or heritage protections apply" when the field has no value. By turning on "Always Visible", the item always renders, allowing your conditional block to communicate that none apply rather than silently omitting the section.

The Excluded Items tab

The Excluded Items tab shows the Content Library - default content that you've removed from your template. Items here are not deleted; they're simply not included in your reports. You can browse the Content Library and re-add any item at any time.

Excluded Items tab showing the Content Library with an available item

Document settings

When editing your template, click the Settings button in the header to open document settings. These control the overall presentation of your generated reports.

Document Settings panel showing content settings, download settings, and reset option

Important: Many document settings only apply to the downloaded Word document (.docx). The on-screen report preview does not include headers, footers, page numbers, or page breaks - these are part of the Word export only.

Download-only settings

The following settings affect the Word document export but do not change how the report appears on screen:

Show logo in header - display your firm's logo at the top of each page
Show logo in footer - display your firm's logo at the bottom of each page
Show page numbers - include page numbers in the document
Show generated date - include the date the report was generated
Page break before section - start each new section on a fresh page
Base font size - the default text size (in points). Headings scale relative to this.

Settings that affect all outputs

Metadata labels - customise the headings used for Comment, Location in Contract, and Recommendation sections. These labels appear both on screen and in downloaded documents.

Metadata labels

By default, metadata sections in your report use the headings "Comment", "Location in Contract", and "Recommendation". You can change these to match your firm's preferred terminology - for example, changing "Recommendation" to "Advice" or "Location in Contract" to "Contract Reference".