Template

An object created by a Monarch Classic user to extract data from a report. Monarch Classic allows four template types:

 

  • Detail template: A detail template is used for extracting information from the lowest report level, usually referred to as the detail, transaction or itemized level. Fields extracted by the detail template are used to create each database record in the resulting database table. Note: Only one detail template can be created. The first template you create in each Monarch Classic session is automatically assigned a template type of Detail.

  • Append template: An append template is used for extracting fields from each sort level in a report, usually referred to as a sort level, group level or append level. Fields extracted by each append template are appended (i.e., concatenated) to each record created by the detail template field. Note: While multiple append templates can be created, the total number of all append and footer templates cannot exceed 20.

  • Group Footer template: A group footer template is used for extracting fields that appear after a detail line (use an append template to extract fields that appear before a detail line). Fields extracted by the footer template are appended to each record. Note: While multiple footer templates can be created, the total number of all footer and append templates cannot exceed 20.

  • Page Header template: A page header template is used for extracting fields that appear at the top of each page. This area is referred to as the page header. Fields extracted by the page header are appended to each record. Note: Only one page header template can be created.

  • Exclusion template: A template that specifies rows in a report containing that should not be extracted.

  • Start/End Region template: Templates that specify a specific row in a report from which trapping should begin/end.

See Creating Data Extraction Templates for more information.

 

 

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