Home → Reports in Evergreen → Editing and Creating Templates → The Template Editor
6.1. The Template Editor
Last Updated 12/27/2024
Using the Template Editor
All reports within Evergreen begin with creating a template. Templates identify a report’s:
- data source
- fields selected from the data source
- how information appears, for example date formats
- criteria used to run the report
Name Field
The Name field must contain a name that is unique to the template folder in order to save the template.
Documentation URL
You can add a link to local documentation that can help staff create a report template. To add documentation to a report template, click Admin → Local Administration → Reports, and create a new report template. A new field, Documentation URL, appears in the Template Configuration panel. Enter a URL that points to relevant documentation.
The link to this documentation will also appear in your list of report templates.
Description Field
The ‘Description’ field is optional, but it is a good practice to describe the display fields, filters, transforms, and operators used in the template for ease of reference.
Folder
Select the folder you will save this template to in the folder hierarchy. Subfolders will show up when you click the caret.
Adding Fields
Choosing a Core Source
The Core Source list displays all the data sources available in the Evergreen database. You must choose a core source before you can select fields which will display as columns within a report.
Once you've selected your core source, a tree view of the source database table and its links to other tables will populate below. If the linked database table contains references to other tables, then those can also be expanded in the tree view.
Fields, Filters, and Sorting
When a source is selected from the source tree menu, tabs will populate in the right-hand pane. These tabs allow you to navigate between setting display fields, selecting fields to filter on, and adjusting the sort and display order.
Displays and Values
Once you have selected fields to display or filter on, they will show up in the right-most pane. In this pane, you can set transforms and operators, supply hints, and hardcode filter values.