The snapshot template controls the look and structure of your generated reports. The system creates a copy of your template each time and inserts all snapshot content into the body of that document.
How the Template Works #
When a snapshot is generated, the script:
- Copies your template
- Adds the report title and date range
- Inserts summary metrics
- Inserts item tables
- Inserts revision log entries
- Appends charts from Dashboard or Content_Log (if available)
The script writes content sequentially into the document body. It doesn’t require placeholders or markers.
What You Can Customize #
You can safely modify:
- Heading styles
- Body text styles
- Page layout
- Margins, spacing, and fonts
- Header or footer elements
- Branding elements such as logos
- Introductory or instructional text
Anything you include in the template (logos, notes, page layout choices) appears in every generated report.
What You Should Not Change #
Avoid removing all body content.
Snapshot generation expects at least one paragraph to anchor insertion. A completely empty document can break placement.
Avoid locking the entire document with editing restrictions that prevent the script from writing new content.
Best Practices #
Keep formatting consistent.
Simple, predictable typography makes reports easier to read.
Use clear structure.
Use H1 for the main title and H2/H3 for sections.
Add light branding.
A small logo or organization name helps when reports are shared outside your team.
Test after making large changes.
Run Generate Snapshot to confirm content lands where you expect.
