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Variables insert information already stored in Reserve Sense into template text. This includes property details, dates, funding model results, and organization information. When a report is built, Reserve Sense replaces each variable with the value for that report, so the template does not need to be rewritten.

Insert a variable

Place the cursor where the value should appear. Open the Reserve Sense menu using the R button in the editor toolbar, then choose Report Variable. Reserve Sense menu opened from the R button in the template editor, with Report Variable as the first option The Add a Report Variable dialog lists the data available to the template. Select a variable, then choose the value and format it should use. Add a Report Variable dialog listing available Reserve Sense variables and their descriptions

Configure and format a variable

An inserted variable appears as a blue control in the editor. Open its dropdown to change its options or remove it. The available options depend on the variable. For example:
  • Current Date lets you choose a date format and year offset
  • Property lets you choose a property field, such as its name or address
  • Model Schedule Value lets you choose a funding-model value and year
Variables can also use property-section data when needed. See Sectioned reports for the section-specific settings and examples. Variables can be formatted like ordinary text, including bold and italic. When the PDF is built, Reserve Sense replaces the blue control with the value for that report.

Example: Build a recommendation sentence

Combining Model Schedule Value and Fiscal Year can produce a sentence such as: Recommendation sentence in the template editor with variables for the contribution, fiscal year, and monthly per-unit increase When the report is built, those controls resolve into the finished sentence:
We recommend you contribute $6,000 in the August 2025–July 2026 fiscal year, which represents an average of $9 per month per unit more than the previous year.
Reserve Sense inserts the contribution, fiscal-year range, and monthly increase for the report being built.

Variable reference

The table lists the top-level choices in Add a Report Variable. Selecting one opens its available fields and formatting options. Use conditionals when more than a single term needs to change, such as a full sentence or paragraph that differs by province. If you need data that is not available as a variable, contact us. Next: Change wording automatically with conditionals →