Report Templates

In the navigation panel on the left-hand side of the screen, click on the Templates menu - select Report Templates -

The user will be brought to a view showing a list of Active report templates currently configured in the system. Click on Edit to modify, Duplicate to create a copy of an existing report template and Archive to deactivate a template from the system.

The other tab in this view is the Archived tab which shows the archived templates, just click "Restore" to activate, allowing users to reference this template in the system.

Each template controls the content, branding and sections that appear in a generated report. Use the Duplicate feature to use one of the existing templates as a starting point to create a new template.

Creating a new template

Click the Create Template button to configure a new report template.

Here are the fields that are available to customize for this new template -

General

Core settings for the template's identity.

Field	Description
Name	The template name as it appears in the Collect Portal
Custom Logo	The organization's logo can be configured here for the report. Use Choose to upload or Clear to remove
Override ToS Link	Replaces the default Terms of Service link with a custom URL
Welcome Header	The heading text displayed when user first logs in
Welcome Message	A short message displayed beneath the header
Show Priority Risk Factors	If enabled, displays Priority Risk Factors in the overview section of the report

Overview

Controls the content under the "Overview" section shown at the start of the report.

The M icon indicates Markdown formatting is available. Click on the icon to be taken to a guide showing how to use Markdown.

Field	Description
Introduction	Main introductory text at the beginning of the report.
Introduction URL	A link to supplementary introductory content
Summary Description	This section controls the content under the "Report Summary" section in the report
Show Types of Wildfire Exposure	If enabled, displays the wildfire exposure types section
Types of Wildfire Exposure URL	A link to more information about wildfire exposure types
Show Zones	If enabled, displays the zones section in the report
Zones URL	A link to more information about zones

Region

Controls the regional context section of the report.

Field	Description
Show Region	If enabled, the Region section will appear in the report
Introduction	Introductory text for the region section.
Introduction URL	A link to supplementary regional content
Show Wildfire History?	If enabled, displays wildfire history for the region
Wildfire History Description	Descriptive text explaining the wildfire history data.
Wildfire History Description URL	A link to more information about the region's wildfire history
Show Fire Stations?	If enabled, displays fire station information
Fire Stations Description	Descriptive text for the fire stations section.
Fire Stations Description URL	A link to more information about fire stations
Show Wind Zone?	If enabled, displays wind zone information for the region
Wind Zone Description	Descriptive text for the wind zone section
Wind Zone Description URL	A link to more information about wind zones

Property

Controls the property section of the report.

Field	Description
Introduction	Introductory text for the "Property" section in the report.
Introduction URL	A link to supplementary property-level content

Plan

Controls the treatment plan section of the report.

Field	Description
Introduction	Introductory text for the "Treatment Plan" section in the report.
Introduction URL	A link to supplementary treatment content

Contact

An example contact section configuration is shown below -

On the left panel the rich text editor supports Markdown formatting, allowing users to add bold text, links, lists and other rich content. The right panel shows a preview of the formatted output. Click on the M icon to view a Markdown formatting guide.

Please note some personal info has been hidden from the screen capture above.