Custom Client Report Templates - Create and Manage Personalized Report Layouts

---
id: KB-CRT-001
module: clienttemplate
sub_module: clienttemplate
title: Custom Client Report Templates - Create and Manage Personalized Report Layouts
category: how-to
applies_to:
- user_type: advisor
- role: financial_advisor
products:
- IFANOW Client Reports
- IFANOW Dashboard
platform_area: clients
related_workflows:
- client-report-generation
- template-customization
depends_on:
- KB-RPT-001
access_level: advisor
source: code_extraction
source_files:
- repo: ifanow-futurewise
  files:
  - ClientTemplateController.java
  - ClientTemplateService.java
  - ClientTemplateDao.java
last_extracted: '2026-02-17'
confidence: high
version: 1
tags:
- custom reports
- client templates
- report layouts
- personalized reports
- template management
- report customization
---

```

## Overview

Custom Client Report Templates allow financial advisors to create personalized report layouts by selecting specific reports and arranging them in a preferred sequence for their clients. Instead of using standard report formats, advisors can build tailored templates that match their unique presentation style and client communication needs.

• Create custom report templates with specific report combinations and sequences
• Edit existing templates to modify report selection, arrangement, or template names
• View all your custom templates alongside system default templates
• Delete templates that are no longer needed
• Organize reports by categories and subcategories within each template

## Prerequisites and Access

You need an active IFANOW advisor account with client report access permissions. Navigate to **Clients** → **Reports** → **Template Management** to access the custom template features.

## How-To Steps

### How to Create a New Custom Report Template

Create a personalized report template by selecting specific reports and arranging them in your preferred order.

1. Click **Create New Template** in the Template Management section
2. Enter a unique template name in the **Template Name** field
3. Select reports from the available report categories using the **Add Report** button
4. Arrange the selected reports by dragging them into your desired sequence order
5. Set the display sequence number for each report in the template
6. Click **Save Template** to create your custom template

After saving, your new template appears in your template list and becomes available for generating client reports. The system assigns a unique template ID for future reference and editing.

### How to View Your Custom Templates

Access and review all your saved custom report templates along with any default system templates.

1. Go to **Template Management** in the Reports section
2. Your custom templates display in the main template list
3. Use the **Show Default Templates** toggle to include or exclude system default templates
4. Click on any template name to view its report composition and sequence
5. Review the report mappings, categories, and display order for each template

The template list shows template names, creation dates, and the number of reports included in each template.

### How to Edit an Existing Custom Template

Modify your saved templates to change the template name, add or remove reports, or adjust the report sequence.

1. Select the template you want to modify from your template list
2. Click the **Edit** button next to the template name
3. To change the template name, update the **Template Name** field
4. To modify reports, add new reports or remove existing ones from the template
5. Adjust the sequence order by changing the **Template Sequence** numbers for each report
6. Click **Update Template** to save your changes

The system confirms successful updates with a "Updated successfully" message. Changes take effect immediately for future report generation.

### How to Delete a Custom Template

Remove templates you no longer need from your template collection.

1. Locate the template you want to remove in your template list
2. Click the **Delete** button (trash icon) next to the template
3. Confirm the deletion when prompted by the system
4. The template is permanently removed from your account

After deletion, the system displays a "template delete successfully" confirmation message. Deleted templates cannot be recovered and will no longer be available for report generation.

## Rules and Limits

• Template names must be unique within your advisor account - duplicate names are not allowed
• Each template must contain at least one report mapping - empty templates cannot be saved
• Advisor ID must be valid and greater than zero to create or modify templates
• Template sequence numbers determine the order reports appear in generated client reports
• Only the template owner (advisor) can edit or delete their custom templates
• Template IDs are automatically assigned by the system and cannot be manually changed
• Report mappings include category ID, subcategory ID, and specific report ID for proper organization

## Common Questions

**Can I use the same report multiple times in one template?**
Yes, you can include the same report type multiple times with different sequence positions if needed for your client presentation.

**What happens to client reports if I delete a template?**
Previously generated reports using that template remain unchanged, but you cannot generate new reports with the deleted template.

**Can I share my custom templates with other advisors?**
No, custom templates are private to your advisor account and cannot be shared with or accessed by other advisors.

**How many custom templates can I create?**
There is no specified limit on the number of custom templates you can create for your advisor account.

**Can I modify the default system templates?**
No, you can only view default templates but cannot edit them. You must create custom templates for personalized report layouts.

## Troubleshooting

**Problem:** Error message "Template name must be unique" when saving
**Cause:** You're trying to create a template with a name that already exists in your account
**Fix:** Choose a different, unique name for your template or edit the existing template with that name instead

**Problem:** "Templates not Found" message when viewing templates
**Cause:** You haven't created any custom templates yet, or there's an issue retrieving your templates
**Fix:** Create your first custom template, or refresh the page and try again

**Problem:** Cannot save template without any reports
**Cause:** You're trying to save a template without adding any report mappings
**Fix:** Add at least one report to your template before saving by selecting from the available report categories

**Problem:** Template fails to update after editing
**Cause:** Required fields like advisor ID or template ID are missing or invalid
**Fix:** Ensure you're properly logged in and try editing the template again, making sure all required fields are completed

## Related Features

This feature connects with the standard IFANOW report generation system and requires access to the underlying report categories and subcategories. Custom templates work in conjunction with client profile management and the main report generation workflows to produce personalized client communications.