Perform the following steps in Sigma Studio to configure the SWIFT MT940 report with the text template:
- Click Manage > Report.
The Information Report report screen appears.
- Provide all the necessary details. Refer Configuring a Complex Report – Sample 1 for more information on configuration part in Studio.
- In Report Maintenance tab, select the data source in Data Source Name field based on the data to be used for creating the text template. Refer Configuring Data Source for SWIFT MT940 Report for more information on creating a data source for the SWIFT MT940 report.
- Click the Template Designer icon.
The Template Designer screen appears with the list of report parts on the left -hand side and the list of layout tabs on the right -hand side.
Select the type of field from the left -hand side. In this example, Report Header field is selected.
Note By default, the page header and footer options are disabled. You can either toggle on the options and use those or retain the default settings.
- Select the Statement Content Layout () tab on the right -hand side. A list of existing statements templates appears on this tab.
- Click the Add Content option to create new content.
The Create Template screen appears. - Provide a unique template name in Template ID field.
- Provide the template description in Description field if required.
- Switch to Text in Template Type field.
Enter the statement in Text Template box and click Save.
Warning When you try to exit the Create Template screen, before saving the configured template, a warning pop-up message appears, as shown in the following screen shot:
- Click Cancel, if you do not want to exit the Create Template screen.
- Click Ok, if you want to exit the Create Template screen.
Warning It is important to pass the correct data names from the data source as parameters in the text template or an error may occur since this feature is case sensitive.
- Now, drag and drop the created text template into the design section.
- You can disable the Data Grid option in order to avoid displaying the data columns on the report if required.
- Click the Save () icon to save the template.
- Choose the TXT format in the Select Allowed Format field.
- Perform the other configurations and save the report.
- Login to Sigma and generate the created report in TXT format. Refer Generating Complex a Report in Sigma - Sample 1 for more information on generating reports in Sigma.
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