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.

{{ REPORT_INFO.title }}

Prepared For

To include the client for whom the report is prepared, simply reference them via the REPORT_INFO object.

{{ REPORT_INFO.prepared_for }}

Start Date

To include the start date of the report, simply reference it via theREPORT_INFO object.

{{ REPORT_INFO.start_date }}

End Date

To include the end date of the report, simply reference it via theREPORT_INFO object.

{{ REPORT_INFO.end_date }}

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:

{%p if REPORT_INFO.executive_summary.introduction %}
{{ REPORT_INFO.executive_summary.introduction }}
{%p endif %}

Summary

To include the Summary of the Executive Summary, reference it as follows:

{%p if REPORT_INFO.executive_summary.summary %}
{{ REPORT_INFO.executive_summary.summary }}
{%p endif %}

Methodology

To include the Methodology of the Executive Summary, reference it as follows:

{%p if REPORT_INFO.executive_summary.methodology %}
{{ REPORT_INFO.executive_summary.methodology }}
{%p endif %}

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:

{% if REPORT_INFO.executive_summary.custom_fields %}
{%p for item in REPORT_INFO.executive_summary.custom_fields %}
{{ item.label }}
{{ item.text }}
{%p endfor %}
{% endif %}

Appendix

To include the Appendix of the Executive Summary, reference it as follows:

{% if REPORT_INFO.executive_summary.custom_fields %}
{%p for item in REPORT_INFO.executive_summary.custom_fields %}
{%p if “Appendix” in item.label %}
{{ item.label }}
{{ item.text }}
{%p endif %}
{%p endfor %}
{% endif %}