What is Records & Reports?
Every record in your CAD, from civilians and licences to arrest reports and warrants, is built from a record template. The Records & Reports tab of the CAD admin panel is where you design those templates, add custom search types, report on charges and clean up old records.
For how users fill in records, see Records.
🧭 Quick Navigation
Creating Templates
Create a template, pick its type and share or import templates.
Template Editor
Every template setting, section, field and matcher.
Search Indices
Custom search types for any record field.
Record Mappings
How matchers link templates, Search fill, Run and charge totals.
Templates
Open Templates to see every template on your CAD.
New CADs come with ready-made templates: Civilian Character, Drivers Licence, Vehicle Registration, BOLO, Arrest Warrant, Vehicle Citation, General Citation, Arrest Report and Accident Report.
To make your own, see Creating Templates. From a template's row you can also Reset Template to Default, Share Template, duplicate it or delete it.
The Civilian template is locked while auto-created civilians are on, and Licence and Vehicle templates are locked while auto vehicle registration is on. Turn these off in General Settings to edit them.
To share templates between CADs or import them from Sonoran CAD, see Sharing and Importing.
Template Details
The Template Details card in the editor sets the template's name, look, type, which agencies can use it and how charges on it behave. Licence, Vehicle, DMV and Civilian templates have extra settings like expiry and renewal cost and every template can post records to Discord webhooks.
See Template Editor for every setting.
Sections
Templates are built from sections, and sections hold fields. Click Add new section for a blank or special section (charges, speed, licence suspension and more) or Add premade section for ready-made civilian info, report headers and footers.
See Template Editor for section types, field types, flags and matchers.
Duplicate or Delete
- Click Duplicate Template to open a copy you can change and save.
- Click Delete template to remove it. This can't be undone.
Civilian and BOLO templates can't be duplicated or deleted, since you can only have one of each. Records from a deleted template stay in your CAD until you purge them.
Search Indices
Search indices are custom search types that let users search records by any field, such as phone number. See Search Indices to add one.
Charges Report
The Charges page totals every charge filed on records, so you can see what's charged most. Filter by date, template, act or the creating unit's agency and subdivision, then click Get Results. Click Export to download a CSV.
Records from templates with Don't Prosecute Charges are left out unless you tick Include records that don't prosecute charges.
Speeding charges are grouped by speeding class. The table ends with a total for each act and a grand total, and shows up to 1,000 rows.
Purge Records
Purging permanently deletes records in bulk. Open Purge Records to start.
| Option | What it deletes |
|---|---|
| Purge by Template | Every record made from that template. The template stays. |
| Purge Orphaned Records | Records whose template has been deleted. |
Purging can't be undone and is recorded in the audit log.
Need help?
Still have questions? Join our Discord server for support from the Melonly Team.