Set up MS Word report - general procedure

Use the MS Word reports to generate print-ready documents based on the section records. For example:

• Use reports of the Contracts section to print contracts.
• Use reports of the Contacts section to print contact summaries.
• Use reports of the Activities section to print out emails, minutes of meetings, etc.

You can export reports as *.docx files. Use Microsoft guides to protect the exported report files from editing.

To set up an MS Word report as per the standard procedure:

1. Install Creatio plug-in for MS Word Read more >>>
2. Create a new MS Word report in Creatio Select the section where the report will be available. Set up a list of Creatio database columns whose data will be pulled to your report. Read more >>>
3. Set up the report in the MS Word plug-in and upload it in Creatio Here you can set up the report layout: page layout, text formatting, tables, etc. Read more >>>

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See also

Install Creatio plug-in for MS Word

Add a new MS Word report in Creatio

Set up the report in the MS Word plug-in and upload it in Creatio