Statistical Report Templates

Statistical report templates are the definitions behind AccessPoint's annual and periodic statistical returns. They come in two forms: the standard jurisdiction templates that match a regulator's prescribed annual-report layout, and any custom definitions your office builds for its own reporting. A template shapes the statistical report you run and export for jurisdictional filing.

Where to Find It

Open Settings from the app toolbar and choose Statistical report templates in the Reports & audit group.

Template Types

Jurisdiction packs ship a ready-made statutory template for the 24 jurisdictions whose statute mandates a defined annual or quarterly return — including the Canadian federal ATIA and Privacy Act returns, the Ontario, Québec, B.C., Alberta, Saskatchewan, and Newfoundland annual reports, US FOIA, Washington JLARC, UK FOI, Scotland (quarterly), Ireland, Australia (federal and state), New Zealand, and Switzerland. Packs for jurisdictions with no mandated form deliberately ship none — define a custom template if your office wants one anyway.

Editing a Template as a Form

Select Edit on any template except the built-in default to change its name, description, jurisdiction and sections. You edit it as a form, never as code.

• The Sections list shows each section's number, title and what it counts. Drag a row, use its arrows or press Alt+Up / Alt+Down to change the order the report shows the sections in.
• Use Add a section, Edit or Delete to change them. Each section opens in its own panel with only the settings its kind uses: which records it counts, its lines and bands in report order, the request types or laws it is limited to, and its French titles.
• A section can count completion days in business days, on the request type's calendar, instead of calendar days, for laws that set business-day deadlines.
• Your changes are stored when you save the template.

A template from a jurisdiction pack that you edit shows an Edited badge and keeps your changes when the pack is re-applied. Re-applying it with Overwrite all (including customizations) restores the pack's version.

Ontario Breach Statistics and Other Returns

The Ontario packs also ship the IPC's annual privacy breach statistics as their own templates, beside the access statistics, because the IPC treats them as separate returns. They are laid out line for line as the IPC collects them, with of which lines and individuals-affected bands, and each report ends with a Before filing section counting the breaches still missing a classification. The FIPPA and municipal reports count the breaches first reported to the IPC during the period, and the PHIPA report counts every breach that occurred during it. The Ontario CYFSA Part X pack ships the one combined annual return. Each breach is classified on the incident; see Incident Option Lists.

Export and Filing

Statistical reports produced from these templates export to Excel or XML for jurisdictional filing — the XML format lets you submit directly to an oversight body that accepts electronic returns, rather than transcribing figures by hand.

Relationship to Reporting Brackets

Timeliness figures in a statistical report are grouped into day-range buckets defined by your reporting brackets. A jurisdiction template pairs with the bracket group for that regime (for example, an "ATIA Statistical Report" bracket group), so the exported return uses the day ranges the regulator expects.

Tips

• Import your jurisdiction's jurisdiction pack to get its statistical template and matching brackets rather than building the return from scratch.
• Reserve custom definitions for internal management reporting; use the prescribed jurisdiction template for anything you file with a regulator.