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Analyst Report Templates

Templates establish consistent structure for case reports in Analyst, ensuring uniform formatting across your organization.

What Templates Are

Report templates in TRULEO's Analyst module establish "consistent structure for case reports," ensuring standardized formatting across organizations. They define sections, headings, and formatting for final outputs.

Template Library Access

Users can reach templates two ways:

  1. From navigation bar: Click the Templates icon anywhere in TRULEO
  2. Within a case: Open Files & Evidence tab, then select Edit Template

The Template Library houses both built-in templates and custom organizational ones.

Screenshot 2026-06-23 at 2.32.36 PM

Template types

TRULEO's Template Library has two kinds of templates:

  • Case templates guide Analyst's investigative approach when you start a new case. They're organized into four categories:
    • Audio Recordings, Interviews, & Transcripts — e.g. Interview Transcript Report, Body Camera Audio Transcript Report, Jail Call Transcript
    • Case Evaluations & Assessments — e.g. Solvability Assessment, Threat Assessment, Cold Case Evaluation
    • Cell Phone Analysis — e.g. Cellular Data Report (CDR), Cell Phone Extraction
    • General Investigative Analysis — e.g. Financial Analysis, Timeline Reconstruction, Social Media Return
  • Report templates shape how a generated report is formatted. They aren't grouped by category — browse them in the template dropdown, organized by MY TEMPLATES and TRULEO.

Creating custom templates

  1. Open the Template Library
  2. Click + New Template
  3. Enter a descriptive name (for example: "Traffic Accident Narrative" or "Command-Level Summary")
  4. Define sections and structural guidelines
  5. Click Save

Templates appear under My Templates and in the report generation dropdown.

Editing or deleting templates

Only custom templates under My Templates can be modified. TRULEO's built-in templates cannot be changed. Use the Edit or Delete options next to template names.

Selecting templates when generating reports

In the Files & Evidence tab, the template dropdown groups options under MY TEMPLATES and TRULEO subheaders for quick scanning. To generate a report:

  1. Select relevant files using checkboxes
  2. Choose a template from the dropdown
  3. Click Generate Report
  4. Review the draft in the TRULEO Reports tab

Viewing reports in fullscreen

Click the fullscreen button in the report toolbar to expand the report viewer. To exit, click the exit button inside the fullscreen view or press Escape.

The report viewer displays rendered output by default. Raw Markdown source is hidden unless your organization has enabled source editing.

Best practices

  • Duplicate and customize built-in templates rather than building from scratch
  • Create custom templates for common report types (patrol narratives, investigative summaries, interview transcripts)
  • Use descriptive names for quick identification
  • Review and update templates as departmental policies change