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How to Use "Append from template / Reset from template" Feature on Strategy Report Text Parts

The feature allows you to refresh and standardize your Strategy report text parts by pulling content from your template structure.

Updated this week

What This Feature Does

  • Reset from template: Refreshes your text part content to match the template structure⁠⁠​

  • Append from template: Adds template content to your existing text without replacing it entirely

Who Can Use This Feature

This feature is available to users with permissions to edit Strategy reports:

  • Admins

  • Managers

  • Editors

  • External Editors⁠⁠​

When to Use This Feature

  • When you want to ensure consistency across all reports using the same template⁠⁠​

  • After updating your template structure and need to apply changes to existing reports⁠⁠​

  • When you need to restore standard text sections that may have been accidentally modified

How to Access the Feature

  1. Open your Strategy report in Build mode

  2. Navigate to the Text part you want to update

  3. Look for the "Reset from template" or "Append from template" options in the text part controls

Important Notes

  • The system uses the template structure from your Strategy template to generate or update content⁠⁠​

  • Any custom modifications you've made to the text part may be overwritten when using "Reset from template"

  • The feature works with the current template structure - make sure your template is up to date before using this function⁠⁠​

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