This article describes how to set up a reporting template in Audit Template’s Custom Template Creator (CTC). This initial setup process includes selecting a base template and then customizing it with additional modules that allow program administrators to ensure the reporting template meets the specific reporting requirements of the program.

Step to Set Up a Reporting Template

Prerequisite: Ensure you have followed “Program Setup” step as mentioned in Custom Template Creator (CTC) Overview and your user account has been added to the ‘Program’ instance created by the Audit Template team.

STEP 1: Go to the “CITIES” dropdown menu and select the Program Name (e.g., Demo City).  

Fig 1. Program Instance under “CITIES” Menu

STEP 2: Select “Manage Reports” button on the right-hand menu to view all existing report templates for that program.

Fig 2. “Manage Reports” button in CITY dashboard

STEP 3: Initiate a “New Report”.

Note: The Audit Template team may have already created a report template for you as a starting point. If no template is available or a new one is preferred over editing an existing one, follow the next steps; otherwise proceed to Field Configuration: Overview .

Fig 3. “New Report” button to create a new report template

STEP 4: In the “New Report” prompt window:

• Input the Report Name
• Select a “Base Report” type to set default fields (such as ASHRAE Level 2 Report) and enable additional modules to display additional reporting requirements which can be included in the reporting template. For more details refer to Base Report/Template and Additional Modules in CTC.
• Then proceed by clicking “Next”.

Note: These initial selections are permanent and cannot be changed after creation by the program administrator. If any edits required after the report has been created, please contact the Audit Template team.

Fig 4. New Report prompt window

Once you have set up the reporting template, you can proceed to “Field Configuration” section (see Field Configuration)