Importing and Exporting Templates

Importing and Exporting Templates

HeartLab allows report templates to be exported for backup or sharing, and imported for reuse across environments or organisations.

This helps:

• Standardise reporting workflows
• Reduce template setup time
• Maintain consistency across sites
• Back up important reporting configurations

Applies to

• Users with Report Templates permissions (typically Administrators)

Export a Template

To export a report template:

1. Navigate to Settings → Reporting → Templates.
2. Open the desired template in the Report Template Editor.
3. Select the Burger Menu to reveal additional options.

4. Select Export to file.
5. Save the exported file securely.

Import a Template

To import a report template:

1. Navigate to Settings → Reporting → Templates.
2. Either:
   • Open an existing template, or
   • Select Create Template to create a new template.
3. Select the Burger Menu.
4. Select Import from file.
5. Upload the desired .json template file.
6. Review the imported template structure and configuration.
7. Select Publish once validation is complete.

Validate Imported Templates

After importing a template, review:

• Measurements
• Dropdown logic
• Automation rules
• Calculations
• Formatting
• Template sections

before enabling the template for clinical use.

Additional Notes

Related

• Building Report Templates
• Format Templates
• Automated Reporting