In reports, the Text Template option enables the user to produce SWIFT format report statements for transaction communication between the bank users.
Here, the following screenshot shows a text report with a sample SWIFT MT940 statement created using the text template in Sigma Studio.
SWIFT MT940 also called as Customer Statement Message which is basically an account statement that provides detailed information about all the entries booked to an account.
Note |
---|
The text template feature is only applicable for the TXT report format. |
Perform the following steps in Sigma Studio to configure the SWIFT MT940 report with the text template settings:
- Click Manage > Report.
The Information Report page 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 Creating Configuring Data Aggregator for Text TemplateSource for SWIFT MT940 Report for more information on creating a data aggregator combining data sources Click source for the SWIFT MT940 report.
- Click the Template Designer icon.
The Template Designer page screen appears with the list of header and footer options report parts on the left -hand side of the page and the list of layout tabs on the right -hand side of the page.
Select the type of field from the left -hand side of the page. 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 of the page. A list of existing statements templates appears on this tab.
- Click the Add Content option to create new content.
The Create Template page 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 Template 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 Templatethe Create Template screen.
- Click Ok, if you want to exit the Templatethe Create Template screen.
Warning It is important to pass the correct data names from the datasource 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.
The following screenshot shows the output of the text report with MT940 statement created using the text template in Sigma Studio:.