Reports & printing

Create a report template

Create a facility report template, insert available data fields and preview the result before saving.

Current source · source reviewed · 3 min read

Before you begin

You are a member of the facility that you create the template for.
You know which data the report must show, so that you can pick the correct template type and context.
You have the permissions listed below.

1. Open the template builder

Open the Templates page of the facility.

Select Create Template. MANSOQ opens the template builder.

2. Fill in the template details

Complete the fields in the builder.

Components	What it captures
Name	The name of the template. This field is required. MANSOQ creates a matching short name for the URL from the name. You can change the short name. The short name has 5 to 25 characters. Use lowercase letters, numbers, and hyphens only.
Status	The state of the template: Draft, Active, or Retired. A new template normally starts as Draft.
Template Type	The kind of document that the template produces: Discharge Summary, Patient Summary, or Account Report. This field is required.
Context	The set of data fields that the template can use. This field is required. The context must match the template type that you select.
Default Format	The output format of the report: PDF or HTML. This field is required.
Description	A short text about the purpose of the template. This field is optional.
Template Body	The content of the document. This field is required. Write the content in the Jinja2 templating language in the large text area.

3. Insert data fields into the template body

The builder shows the available data fields for the context that you select in a side panel.

Put the cursor in the template body at the position for the data field.

Select a data field in the side panel. MANSOQ inserts a placeholder for that field at the cursor position.

The placeholder shows the real value in the report. For example, insert the patient name or the discharge advice.

4. Check the result

Render a sample of the template before you save it. See Preview a template.

5. Save the template

Select Save.

Permissions

Permission	Access
Can Create Template on Facility	Create a report template for the facility. Facility Admin, Admin, Doctor, and Nurse have this permission.

Expected Outcome

MANSOQ shows the message "Template saved".
MANSOQ opens the builder page of the new template, so that you can continue to edit it.

Version and configuration

These steps are grounded in the version 3.1 user guide and current source anchors. Available actions depend on your facility setup, roles, active catalogue records and deployment configuration. Source references identify the documented revision; live screenshots and site-specific SOPs still require instance-level validation.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.