This article provides an overview and explains how to edit a reporting template in Custom Template Creator (CTC). It provides step-by-step instructions to configure and edit fields in the reporting template for data collection and the associated field requirements.

Note:  This article only covers the base report settings including the "Energy audit?" option since that is automatically selected when a new report is created. For settings related to additional modules, please refer to the dedicated user guide articles for Water audit,  Retrocommissioning (RCx) audit , and Strategic Retrofit Plan. 

 For an overview of using CTC for requesting a new reporting template and defining the same, please refer to the user guide on CTC Overview. 

Access the Edit Report Screen

To get started, follow these steps to access the "Edit Report" screen.

1. Go to the “CITIES” dropdown menu and select the specific city or program. Click the Manage Reports button. Select the specific reporting template.
2. Click Edit Report.

Edit Report Screen Overview

The Edit Report screen is divided into four main sections. Please refer to dedicated user guide articles for detailed information about each section.

•  Report Information 

This section controls the general settings and appearance of the reporting template, including its name, display options, submission instructions, and messages shown to users during data entry and submission. It also manages options field visibility and defines the system’s required field warnings.

•  Contacts and Certification 

This section allows program administrators to define the required contact roles and certification details for the reporting template. Administrators can specify what information is mandatory for each role, such as name, organization, and certification details, as well as maintain a list of acceptable certificate types for each role.

•  Data Collection 

This section is a comprehensive section and allows program administrators to define the minimum asset requirements, validation requirements for various assets, change settings related to Building Annual Summary Calculations for Energy Use and Energy Cost Requirements and Energy Savings Opportunities. It further allows admins to define the field requirements and their associated behavior and define custom titles.

•  Charts and Visualizations 

This section allows administrators to enable visual graphs and charts within the user interface. These visualizations help with scenario analysis and retrofit planning by comparing different packages (group of energy conservation measures (ECMs)) based on energy savings and implementation cost of each ECM and showing the trajectory of energy use for a building based on the implementation of retrofit measures over a defined period.

Saving and Updating the Reporting Template

Each section controls certain aspects of the reporting template. Some important things to remember are as follows:

• Fields marked with a red asterisk (*) are mandatory (For example, the "Name" input) and must be defined for all reporting templates. Where applicable, additional guidance is provided through descriptive text below the input fields or within informational panels to assist with accurate configuration.
• To save the changes made to the report, click the "Update Report" button. All modifications take effect immediately upon saving. This immediate update also applies to reports that are already published and available for public use.  Therefore, editing public-enabled reporting templates should be exercised with extra caution as it might affect the previously submitted and in-progress projects/reports for that reporting template potentially causing inconsistencies.