Report Templates

Report Templates defines the reusable report blueprints -- layout, data source, columns and parameters -- that drive both regulatory filings and management reports. Configuring templates here lets the institution standardise outputs to central-bank or board formats. Admins maintain templates so report runs stay consistent and compliant.

Workflow

Open MFI > Operations > Reports > Reports & Regulatory > Report Templates
Click New and name the template and its purpose
Define the data source, columns and parameters
Set the output format and any regulatory layout rules
Save, then test by generating a Report Run from it

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Python Method `method_name`	Text	—	Method name on mfi.report.engine model that returns lines
Name `name`	Text	Yes	Name
Code `code`	Text	Yes	Code
Category `category`	Choice: Management, Regulatory, Board Pack, Financial Performance, Portfolio Quality, Liquidity & Capital	Yes	Category
Output Format `output_format`	Choice: Table, XML, CSV, XLSX	—	Output Format
Description `description`	Long text	—	Description
Active `active`	Yes/No	—	Active

Notes & rules

Model mfi.report.template -- report blueprints
Key fields: data source, columns, parameters, format
Related: Report Runs, Scheduled Reports
Used by finance and reporting admins

Technical model: mfi.report.template · Record: MFI Report Template