Building Report Templates

Building Report Templates

HeartLab allows organisations to create fully customised report templates to support efficient, standardised clinical reporting workflows.

Templates can be configured to control:

• Report structure
• Measurements
• Dropdown logic
• Sentences and conclusions
• Formatting and styling
• Automation behaviour

By standardising reporting workflows, templates help:

• Reduce manual data entry
• Improve reporting consistency
• Minimise reporting errors
• Accelerate report completion

Applies to

• Users with Report Templates permissions (typically Administrators)

Open the Report Template Editor

To create or edit report templates:

1. Navigate to Settings → Reporting → Templates.

From the Reporting page, you can:

• Create new templates
• Edit existing templates
• Enable or disable templates

Create a New Template

To create a new report template:

1. Select Create Template.
2. Enter the template name.
3. Select Create Template.

A new unpublished draft template opens in the Report Template Editor.

Edit an Existing Template

To edit an existing template:

1. Select the desired template from the Reporting page.

The template opens directly in the Report Template Editor.

Using the Report Template Editor

The Report Template Editor allows administrators to configure:

• Report titles
• Logos
• Sections
• Dropdowns
• Sentences
• Measurements
• Tables
• Graphs

Enter Edit Mode

To begin editing:

1. Select Edit.

The top toolbar changes to blue, indicating the template is currently in edit mode.

Template Structure

Templates generally follow this hierarchy:

• Sections
  • Dropdowns
    • Options

Each level can be independently configured and rearranged.

Toolbar Functions

The editor toolbar includes:

• Saved indicator
  Displays automatic save status.
• Undo / Redo controls
• Report styling controls
  Including:
  • Fonts
  • Margins
  • Patient information visibility
• Done
  Exits editing mode.

Add Report Elements

To add content:

1. Hover over a + icon.
2. Select the desired element type.

Available elements include:

• Headings
• Fields
• Tables
• Diagrams
• Graphs
• Lists

Configure Report Content

Within each section, fields can contain:

• Free text
• Dropdown menus
• Sentences
• Calculations
• Measurement values
• Automated reporting logic

Rearrange Template Elements

Rearrange Sections

To reorder sections:

• Use the up/down arrow controls beside the section heading.

Rearrange Dropdowns

To reorder dropdowns:

• Click and drag them into the desired position.

Duplicate or Delete Elements

To duplicate a section or element:

• Select the Duplicate icon.

To delete a section or element:

• Select the Bin icon.

Preview and Test Templates

HeartLab allows templates to be tested before publishing.

To preview a template:

1. Select Try it out.

A preview window opens, allowing users to:

• Test dropdowns
• Trigger automation
• Validate calculations
• Review formatting

To exit preview mode:

1. Close the preview window.

Publish Templates

Once template changes are complete:

1. Select Publish.
2. Confirm the publish action.

After publishing:

• The template receives a publication timestamp
• A green indicator confirms published status

Revert a Template to Draft

To return a published template to draft mode:

1. Select Edit.

The template automatically reverts to an unpublished draft state.

Enable or Disable Templates

To make a template available during reporting:

• Enable the template toggle within:
  • The Report Template Editor, or
  • The Reporting settings page

Disabled templates:

• Remain stored in the system
• Cannot be selected during report creation

Duplicate or Delete Templates

Additional template actions are available from the Burger Menu in the top-right corner.

Available actions include:

• Duplicate template
• Delete template
• Import template
• Export template

Duplicate a Template

Selecting Duplicate creates a copy named:

[Template Name (Copy)]