Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

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 Canvas 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.

The text template feature is only applicable for the TXT report format.


Perform the following steps in Canvas Studio to configure the template settings:

  1. Click Create > Report.

    The Information Report page appears.

  2. Provide all the necessary details. Refer Configuring a Configuring a Complex Report – Sample 1 for more information on configuration part in Studio.
  3. In Report Maintenance tab, select the datasource in Data Source Name field based on the data to be used for creating the text template.
  4. Click Template Designer icon.


    The Template Designer page appears with the list of header and footer options on the left-hand side of the page and the list of layout tabs on the right-hand side of the page.

  5. Select the type of field from the left-hand side of the page. In this example, Report Header field is selected.

    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.

  6. Select the Statement Layout ( ) tab on the right-hand side of the page. A list of existing statements appears on this tab.
  7. Click Add Content to create new content.

    The Create Template page appears.
  8. Provide a unique template name in Template ID field.
  9. Provide the template description in Description field if required.
  10. Switch to Text in Template Type field.
  11. Enter the statement in Text Template box and click Save.
  12. Now, drag and drop the created text template into the design section.
  13. You can disable the Data Grid option in order to avoid displaying the data columns on the report if required.
  14. Click Save ( ) to save the template.
  15. Choose TXT format in Select Allowed Format field.
  16. Perform the other configurations and save the report.
  17. Login to Sigma and generate the created report in TXT format. Refer Generating Complex Report in Sigma - Sample 1 for more information on generating reports in Sigma.


The following screenshot shows the text report with MT940 statement created using the text template in Canvas studio:

  • No labels

Copyright © Intellect Design Arena Limited.

All rights reserved. These materials are confidential and proprietary to Intellect Design Arena Limited and no part of these materials should be reproduced, published in any form by any means, electronic or mechanical including photocopy or any information storage or retrieval system nor should the materials be disclosed to third parties without the express written authorization of Intellect Design Arena Limited.