Systems and methods are described for using templates associated with a document application to facilitate schema-based data transfers into and out of a database associated with a database application. Such templates may be made available to a user so that the user can easily export various data entities out of the database for display, editing, or report generation as well as to import new or edited data entities into the database. The templates may include fixed or user-customizable reports that are populated with data entities exported from the database and/or that present data and graphics derived from such data entities. The templates may also be created during an initial data transfer between a first document and the database and then saved for use in performing subsequent data transfers between other documents and the database.