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Analyst Report Templates

Custom report templates can be defined in Analyst, giving investigators a consistent set of templates to choose from when generating case reports.

1. What Are Report Templates?

Report templates are formats that control the structure and sections of a generated report. Rather than each investigator building a report from scratch, formats provide a standardized starting point — ensuring consistency across the organization.

Common examples include:

  • General Case Summary — a high-level overview of the incident, parties involved, and key findings
  • Customized Narrative — a detailed, structured account tailored to a specific incident type (e.g., use-of-force, traffic accident, interview summary)

Templates appear as selectable options in the Template tab when an investigator is generating a report.

2. Configuring a Report Template

  1. Log in to TRULEO and navigate to Analyst.
  2. Select Edit Template from the Evidence menu.
  3. Click + New Template in the Template Library to create a new format.
  4. Give the format a clear, descriptive name (e.g., "Traffic Accident Narrative" or "Command-Level Summary").
  5. Define the sections and structural guidelines the format should include.
  6. Click Save. The format will now be available when generating reports in Analyst.

To edit or remove an existing format, select it from the list and use the Edit or Delete options.

3. Selecting a Report Format as an Investigator

When generating a report in Analyst:

  1. Open your case and ensure your files are uploaded and processed.
  2. Navigate to the Evidence tab in the center panel.
  3. Click the report format dropdown and select the Template appropriate for this report.
  4. Review the structure that loads — this is what Analyst will use to organize the generated output.
  5. Click Generate Report.

If you don't see a Template that fits your needs, contact your TRULEO administrator to have one created.

4. Best Practices

  • Create Templates for your most common report types. Patrol narratives, investigative summaries, and interview transcripts each benefit from a tailored structure.
  • Keep Template names descriptive. Investigators should be able to identify the right format at a glance from the dropdown.
  • Review Templates periodically. As policy or reporting standards change, update your formats to stay current.
  • Pair Templates with multiple reports. Because each case supports multiple reports, investigators can generate a brief command-level summary using one format and a full investigative narrative using another — all from the same case files.