Understanding your report template

Template structure

A template is organised into three levels:

• Sections - the top-level headings in the report (Property, Exchange, GST, Planning, and so on).
• Groups - sub-headings inside a section. Not every section has groups.
• Items - the individual content blocks, each carrying the text, merge tags, and conditional content that goes into the report.

Navigating the editor

The Report Items tab lists every section as a collapsible panel. Click a header to expand or collapse it.

Each section header carries:

• The section name.
• A count of the groups and items inside.
• Badges marking special properties (see below).

Badges

Badges on sections, groups, and items mark 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 it, edited its content, and so on).
• Conditionally Visible - the element only appears in reports when its conditions are met. Hover over the badge to see the conditions.
• Repeating - the element repeats for each entry in a list (once per title search, for example).

What you can change

• Content - the text, formatting, merge tags, and conditional blocks inside any item.
• Order - drag and drop to reorder sections, groups, and items.
• Names - rename sections and groups.
• Visibility - add visibility conditions so a section, group, or item only appears when relevant.
• Item settings - toggles like Always Visible and Show Page Number.
• Custom content - add entirely new sections, groups, and items.

What’s fixed

• Default sections and groups can’t be deleted. You can exclude individual items, but the default section/group structure remains available. Excluded items can be re-added from the Excluded Items tab.
• Repeating behaviour is built in. Some sections repeat automatically for each entry in a list - the Title Details section repeats once per title search, the Pool Details group repeats once per pool. You can’t switch the repetition on or off.
• Field metadata is appended automatically. When a report item is linked to a review field (see Primary field below), comments, location references, recommendations, risk, and images attached to that field are included in the report automatically. You don’t need to add merge tags for them.

Primary field

Most report items are linked to a review field - the item’s primary field. It does two things:

Automatic metadata

When an item has a primary field, the report appends the field’s metadata - comments, location in contract, recommendations, risk, images - after the item’s content. You don’t need merge tags for any of this; it goes in automatically.

Default visibility guard

The primary field also acts as a built-in visibility guard. If a reviewer marks the field “not visible” during the review, every template item linked to that field is hidden from the report. Items follow the reviewer’s decisions about what’s relevant without you having to set visibility conditions for every one.

Always Visible override

To keep an item in the report even when its primary field is hidden, turn on Always Visible in the item’s Settings tab. This overrides both the primary field guard and any visibility conditions.

A common case: an “Environmental and Heritage Protections” item that should display “No environmental or heritage protections apply” when the reviewer determines none apply. Without Always Visible, the item would be hidden along with its primary field. With Always Visible on, the item renders and a conditional block inside it can produce the “none apply” message instead of silence.

The Excluded Items tab

The Excluded Items tab is your Content Library - default content removed from the template but not deleted. Browse the library and re-add any item at any time.

Document settings

Click Settings in the editor header to open document settings. These control the overall presentation of the generated report.

Download-only settings

These shape the Word document but not the on-screen preview:

• Show logo in header - your firm’s logo at the top of every page.
• Show logo in footer - your firm’s logo at the bottom of every page.
• Show page numbers - page numbers in the document.
• Show generated date - the date the report was generated.
• Page break before section - start every section on a new page.
• Base font size - default text size in points. Headings scale relative to it.

Settings that affect every output

• Metadata labels - the headings used for Comment, Location in Contract, and Recommendation. These labels appear in both the on-screen preview and the downloaded document.

Metadata labels

By default, metadata sections in the report use the headings “Comment”, “Location in Contract”, and “Recommendation”. Change them to match your firm’s terminology - for example, “Recommendation” to “Advice”, or “Location in Contract” to “Contract Reference”.