Templating and reporting

The Record Viewer and columns of the Record Table are customizable using perspectives, which you can define in Template scripts.

Perspectives can show custom information which has been dynamically created for each entity table or child search. When fully developed, they can become quite rich. They can use logic to determine formatting and trigger actions from interaction with links or buttons. For example, the following screenshots show the templated Overview tab in both a fictitious law enforcement scenario and in Siren’s classic investment/investor demo.

Overview example

Overview example

The code for the perspectives registered with the Templates scripts is available at the end of this documentation and on the classic demo site respectively.


To complete the tutorial you need to:

Next steps

You can now create your first template script.