Set Up Report Templates

Configure the layout and structure of generated reports (Selfie Analysis and Hair Analysis) for your organization.

Prerequisites

• OrganizationAdmin role
• Access to Organization Settings

Steps

1. Navigate to Organization Settings → Report Templates.
2. Select the template type to configure:
   • Selfie Analysis Report — generated from the Selfie Analysis web component
   • Hair Analysis Report — generated from completed trichoscopy/hair analysis sessions
3. Configure the template:
   • Layout — overall structure and arrangement
   • Sections — which sections to include/exclude and their order
   • Branding elements — organization-level visual identity
4. Click Save to apply the template.

Notes

• The configured template applies to all clinics within the organization. Individual clinics cannot override the template structure.
• Each clinic can only customize the ReportHeader (logo, clinic name, address, contact details) — this is the only clinic-level customization allowed.
• Default templates are provided for each type and used until the OrganizationAdmin configures a custom one.
• Template changes apply to all future report generations — existing generated reports are not affected.
• One active template is maintained per template type per organization.
• Template changes are recorded in the AuditLog with before/after configuration.