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Reports and templates

Generated reports

Reports turn case material into structured write-ups: summaries, timelines, or formats your agency uses for supervisors or prosecutors.

Good practice

Say who the reader is when you start generation (patrol sergeant vs prosecutor vs internal memo).
Edit the draft in the product or export and edit in Word. Generated text is a draft, not a final agency record until you say it is.
Keep traceability: when your deployment links report paragraphs to sources, use that to double-check critical sentences.

Templates capture your unit's preferred headings, sections, and tone. Common uses:

Create or edit templates only after supervisor or records sign off, especially if templates touch legal language.

Use clear titles and dates on reports so the next investigator can find them without opening every file.

Deleting a report may be recoverable or restricted by role. Follow retention policy; some agencies must keep certain drafts.