Objective
Configure how client reports are generated for a specific report type. Client Report Configurations control the statement of limitations text, document templates (cover page and Word template), and generation settings used when producing client reports.
Key Steps
1. Navigate to the Client Report Config Page
You must have Administrator access to configure report settings
In the left sidebar under Clients, click Client Report Config
Click the Create Client Report Config button at the top of the list page
2. Select the Report Type
Use the Report Type dropdown (required) to choose which report type this configuration applies to.
Note: Each report type can only have one configuration — if a configuration already exists for a report type, it will not appear in the dropdown.
3. Enter Statement of Limitations (Optional)
Type or paste your legal disclaimer text into the Statement of Limitations field. This text will be inserted into generated reports. You can use dynamic placeholders such as {Client Entity}, {Site Name}, and {Tenant Name} that will be replaced with actual values when the report is generated.
Click Show Available Placeholders to expand a reference table showing all available placeholder tokens
Placeholders are grouped into categories: Report Information, Client & Project, Site Details, Consultant Information, Signatories, Field Work, Sampling & Measurements, Quality Control, Results & Findings, and Tables & Appendices
Click any placeholder to copy it to your clipboard
4. Upload Document Templates (Optional)
If uploading document templates, have your cover page document (.docx) and/or Word template (.docx) files ready.
Cover Page - Click Choose File under Cover Page to upload a Word document (.docx) that will be used as the cover page in generated reports
Word Template - Click Choose File under Word Template to upload a custom .docx template that will be used for report generation instead of the default template
5. Configure Settings
Enable Cover Page in PDF Report - Tick this checkbox if you want the uploaded cover page document to be included when generating PDF reports
Enable Word Template - Tick this checkbox if you want the uploaded custom Word template to be used for report generation. When enabled and a Word template is uploaded, the custom template will be used instead of the default
6. Save the Configuration
Click Save to create the configuration
Click Close to return to the list without saving
Available Placeholder Categories
When writing the Statement of Limitations, you can insert placeholders that are automatically replaced with real data when a report is generated. The available categories are:
Report Information: Document Number, Document Version, Month and Year, Report Date, Report Reason, Statement of Limitations
Client & Project: Attention To (name, address, first name), Client Entity, Project Number
Site Details: Nearest Surface Water Bodies, Site Address, Site Name, Surrounding Land Use (North, South, East, West)
Consultant Information: Tenant Alias, Tenant Name
Signatories: Signatory 1 and 2 — Name, Position, Email, Phone, Signature (image)
Field Work: Date of Field Work, Event Date, Monitoring Well Network details, Wells Gauged/Sampled/Not Sampled
Sampling & Measurements: Sampling Method, Tank-pit Depth to Water, Well Depth to Groundwater, Well Headspace Monitoring
Quality Control: Duplicate IDs, Equipment Blanks, Field QC Laboratory Statement, Method Blanks, Rinsates, RPD Statement, Trip Blanks, Trip Spikes, Triplicate IDs
Results & Findings: Analyte Groups, GIL Exceedances First Cell, LNAPL Observations Dot Points
Tables & Appendices: Appendix B Table 4/5 Titles, QC Program Table Numbers
Cautionary Notes
The Report Type field is required. You cannot save without selecting one.
Each report type can only have one configuration. If a report type already has a configuration, you will need to edit the existing one rather than creating a new one.
Placeholder names must be entered exactly as shown (including curly braces). Use the Show Available Placeholders button and click to copy to avoid typos.
If you enable the cover page or Word template settings but do not upload the corresponding file, those settings will have no effect.
Changes to the Statement of Limitations will affect all future reports generated using this report type. Existing, already-generated reports will not be affected.
If you replace a document template (cover page or Word template), the previous file is overwritten. There is no version history for uploaded templates.
Disabling the cover page or Word template settings does not delete the uploaded files — it only prevents them from being used in report generation. You can re-enable them later.
Tips for Efficiency
Start by reviewing existing configurations on the list page to understand what has already been set up.
Draft your Statement of Limitations text in a separate document first, using placeholders, then paste it into the field.
Use the list page filters (Report Type, Cover Page Enabled) to quickly find specific configurations.
The page heading dynamically updates to show the selected report type, helping you confirm you have the right one selected.