User created report templates

How can I let a user create their own report templates that can populate data from the database? Is there a way that they could drag and drop a placehold like <customer_name> into a multi-line input that populates the correct customer information when in that specific customer file?

Example. This is just and example of what the user would create.

Hello <customer_name>,

Based on your address at <customer_address> you qualify for…

Hey there @zlillymp,

You can use the :find&replace method, and make it so when <customer_name> then it grabs dynamic data of the customer.

I’m trying to let a customer create their own reports that pull from the database. How would they go about selecting the information they want to populate?