Report template creation

Report templates in Curia use merge tags and conditional blocks to dynamically generate content. This article explains how these components work and how to use them effectively in your templates.

How do merge tags work?

Merge tags are placeholders in your template that are replaced with specific input from Curia when a report is generated.

Merge tags are enclosed in double angle brackets: <<merge\_tag>>
When the report is generated, Curia replaces the tag with the corresponding data

Examples of merge tags include:

<<delayed\_settlement\_interest\_rate>>
<<land\_address>>

How do conditional blocks work?

Conditional blocks are sections of content in your template that only appear in the final report if certain conditions are met.

Conditional blocks allow for dynamic content based on specific rules or criteria
These rules can be simple or complex, depending on your requirements
Conditional blocks can be nested within each other for more intricate logic

Examples of conditional block rules:

Simple: Show a section if the delayed settlement interest rate is greater than 8%
Complex: Include a paragraph if the purchaser intends to perform work AND there is no complying development certificate

How are merge tags and conditional blocks used together?

Merge tags can be used within conditional blocks to create even more dynamic content. For example:

{ if delayed_settlement_interest_rate > 8%}
We recommend reducing the delayed settlement interest rate from <<delayed_settlement_interest_rate>>% to 8%.
{ endif }

What is 'static content' in templates?

Static content refers to any content in your template that is not a merge tag or inside a conditional block. This content will appear in all reports generated from the template.

Examples of static content include:

Headings
Introductory paragraphs
Glossary of terms
Explanations of fields. E.g.: First Home Buyer Assistance Scheme and link to documentation.
Closing statements

How do I request changes to my template?

To request changes to your template:

Contact the Curia support team and discuss your requirements.
The support team will work with you to implement and test the changes

FAQ

What is a report template?

A report template defines the structure and formatting of your client reports, including which sections appear and how they're styled.

Can I have multiple report templates?

No, each account can only have a single report template.

How do I customise a template?

Contact Curia Support with your requirements and we will modify your template.

Do template changes affect existing documents?

Yes, existing Documents can be downloaded again and they will use the latest report template.