Edit text in an LRA template

This article explains how to adjust and add standard texts in the LRA report template by creating and editing report presets. It is intended for administrators who manage report configurations to produce consistent and reusable report outputs.

Note

Required role: owner or admin

Edit Text in an LRA Template Using Report Presets

To add or adjust standard texts in the LRA template, you create or modify a report preset. A preset is a saved configuration that pre-fills report generation settings including section visibility, order, static text, and appendixes for a specific report type and language.

Create a Report Preset

1. Go to Organisation Settings > Report Presets.
2. Select Add Preset to start a new report configuration.
3. In the section composer, enter a unique Preset Name and Report Title.
4. Toggle the visibility of sections and subsections to include or exclude them from the report.
5. Drag and reorder sections, subsections, and appendixes to set the desired report structure.
6. Edit the static text per section to customize standard narrative or explanations as needed.
7. Add or edit appendixes to include additional fixed content.
8. Save your preset. Note that preset names must be unique within the same language for your organisation to avoid conflicts.

Edit or Delete an Existing Report Preset

1. Go to Organisation Settings > Report Presets.
2. Open the preset you want to change.
3. Edit the Preset Name, Report Title, or section configuration including static texts.
4. Save your changes. Changes only affect reports generated after saving; existing reports keep their original configuration.
5. To remove a preset, select Delete, then confirm in the Delete Preset dialog. Deletion is permanent.

Preview Your Report Preset Before Saving

1. In the report preset editor, after making changes, click Generate Test Report in the editor footer.
2. When the Test Report dialog opens, it builds a preview using sample data and the current unsaved preset configuration.
3. Click Open Report to view the report preview in a new browser tab.
4. Use this preview to verify your text edits, section visibility, and order before saving.

Important notes:

• Report presets are scoped per report type (regime-specific) and language.
• Presets do not include branding such as logos or colors; these come from the organisation profile.
• The same preset name can be used in different languages, but must be unique within the same language.
• Only users with owner or admin roles can access and manage report presets in the web UI.