The Templates button under "Customizations" in the Admin Dashboard provides the ability to create and configure report templates, export templates, and style guides.

  • Report templates: Defines the report layout that may include narrative sections and custom fields.

  • Export templates: Ability to store and import templates written in Jinja provided by PlexTrac.

  • Style guides: Defines the styles and presentation when exporting Jinja reports to Word.

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