Report Info
A complete reference of the REPORT_INFO object in custom Word templates

Title

To include the title of a report, simply reference it via the REPORT_INFO object.
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{{ REPORT_INFO.title }}
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Prepared For

To include the client for whom the report is prepared, simply reference them via the REPORT_INFO object.
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{{ REPORT_INFO.prepared_for }}
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Start Date

To include the start date of the report, simply reference it via theREPORT_INFO object.
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{{ REPORT_INFO.start_date }}
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End Date

To include the end date of the report, simply reference it via theREPORT_INFO object.
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{{ REPORT_INFO.end_date }}
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Executive Summary

The Executive Summary contains various fields that may be included in reports. Each of the following fields may be referenced in a Word template via the executive_summary object.
It's important to include the field references within an if statement. If a given field does not exist, referencing it will throw an error when the report is exported.

Introduction

To include the Introduction of the Executive Summary, reference it as follows:
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{%p if REPORT_INFO.executive_summary.introduction %}
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{{ REPORT_INFO.executive_summary.introduction }}
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{%p endif %}
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Summary

To include the Summary of the Executive Summary, reference it as follows:
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{%p if REPORT_INFO.executive_summary.summary %}
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{{ REPORT_INFO.executive_summary.summary }}
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{%p endif %}
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Methodology

To include the Methodology of the Executive Summary, reference it as follows:
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{%p if REPORT_INFO.executive_summary.methodology %}
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{{ REPORT_INFO.executive_summary.methodology }}
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{%p endif %}
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Custom Fields

Every custom field contains a key, label, and text value. To include the Custom Fields of the Executive Summary, reference them as follows:
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{% if REPORT_INFO.executive_summary.custom_fields %}
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{%p for item in REPORT_INFO.executive_summary.custom_fields %}
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{{ item.label }}
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{{ item.text }}
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{%p endfor %}
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{% endif %}
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Appendix

To include the Appendix of the Executive Summary, reference it as follows:
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{% if REPORT_INFO.executive_summary.custom_fields %}
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{%p for item in REPORT_INFO.executive_summary.custom_fields %}
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{%p if “Appendix” in item.label %}
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{{ item.label }}
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{{ item.text }}
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{%p endif %}
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{%p endfor %}
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{% endif %}
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Last modified 1yr ago