> ## Documentation Index
> Fetch the complete documentation index at: https://help.equip.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Report Templates

> Define your own evaluation prompt, output schema, and report layout.

<Tip>
  **Custom report templates** replace the default conversational interview report with a holistic evaluation you design yourself. You write the instructions the AI follows, define the exact fields it must return, and build the HTML layout the report renders in.
</Tip>

<Note>
  Custom report templates are included with **annual Premium** and **Elite** plans. If you don't see **AI Interview Reports** under Templates, check your plan or [contact support](/contact-support).
</Note>

## Create a Report Template

Templates live in their own library, separate from any single interview, so one template can be reused across many interviews.

<Steps>
  <Step title="Open the templates page">
    Go to **Templates** and open **AI Interview Reports**. The list shows each template's Name, Description, Status badge (**Active** or **Archived**), and Created date.
  </Step>

  <Step title="Name the new template">
    Enter a **Template Name** (up to 100 characters, for example "Technical Interview Evaluation") and a short **Description** (up to 255 characters) so teammates know when to use it.
  </Step>

  <Step title="Fill in the editor tabs">
    Complete the three required tabs: **LLM Prompt**, **Response Schema**, and **Jinja Template**. Use the fourth tab, **Preview**, to check the rendered result before saving.
  </Step>
</Steps>

Only **Active** templates can be attached to an interview. Archive a template to retire it from the dropdown without deleting it.

## Evaluation Prompts

The **LLM Prompt** tab holds the instructions the AI follows when it evaluates candidate responses. When a template is attached to an interview, this prompt-driven evaluation runs instead of the default evaluator, so the prompt is where you set the bar.

Write the prompt the way you would brief a human interviewer. State the competencies to assess, how to weigh them, and what separates a strong answer from a weak one.

<Tip>
  Be explicit about every field you expect the AI to fill in. If your schema has a `communication_score`, tell the prompt what a high or low communication score should mean.
</Tip>

## Output Schema

The **Response Schema** tab defines the structure of the AI's evaluation as a **JSON schema**. The editor validates that your schema is well-formed JSON, and the AI's output is constrained to match it.

Every field you define here becomes a variable you can place in the report layout. For example:

```json theme={null}
{
  "type": "object",
  "properties": {
    "overall_summary": { "type": "string" },
    "communication_score": { "type": "number" }
  }
}
```

\<Note> The schema is what makes reports comparable across candidates. Because every evaluation returns the same fields, you can scan a pipeline of reports and compare using the same criteria. \</Note>

## Report Layout and Preview

The **Jinja Template** tab is where you design the report itself. Write HTML and drop in schema fields as Jinja variables, for example:

```html theme={null}
<div>{{ overall_summary }}</div>
```

The **Preview** tab renders your layout live. Paste sample data as JSON, such as `{"communication_score": 85}`, to see exactly how a finished report will look before any candidate has interviewed.

<Warning>
  Keep the field names in your Jinja layout identical to the field names in your Response Schema. A variable that does not exist in the schema will never receive a value.
</Warning>

## Attach a Template to an Interview

Templates are attached per interview. On the conversational interview's settings page, pick a template from the **Report Template** dropdown in the Settings section. Only **Active** templates appear in the list.

|                  | Default report                                                               | Custom template report                                 |
| ---------------- | ---------------------------------------------------------------------------- | ------------------------------------------------------ |
| **Evaluation**   | Equip's standard evaluator                                                   | Your LLM Prompt, run holistically across the interview |
| **Contents**     | Recommendation, Strengths, Areas for Improvement, Summary, Topic Performance | The fields defined in your Response Schema             |
| **Layout**       | Fixed                                                                        | Your Jinja Template                                    |
| **Setup needed** | None                                                                         | An Active template attached to the interview           |

Leave the dropdown blank to keep the default report. Once a template is attached, a custom report is generated from it after each interview, and the rendered report appears in place of the default summary on the candidate's results page.

<Note>
  You can switch back at any time by selecting **None** in the dropdown, which restores the default report for future interviews.
</Note>

## Related Resources

* [AI Interview Reports](/interview-reports) - What the default conversational report contains and where reports live
* [Interview Settings](/interview-settings) - Every option on the interview settings page, including the Report Template dropdown
* [Create a Conversational Interview](/create-conversational-interview) - Set up the interview your template will report on
* [Contact Support](/contact-support) - Ask for access if the feature is not visible to your team yet