Create MS Word report using basic macros

Easy

Case. Create an "Account Info" report for the Accounts section edit page to display the following information about the account:

  • Name.
  • Type.
  • Primary contact.

Case implementation algorithm 

1. Create a new report 

To do this:

  1. Open the System Designer by clicking scr_Settings_button.png. In the System setup block, click the Report setup link.
  2. Click New report –> MS Word.
    scr_ReportSetup_startpage.png

2. Set up the report display parameters 

Set the following values in the parameter setup area (2):

  • Report title – "Account Info".
  • Section – "Accounts".
  • Show in the section list view.
  • Show in the section record page.
MS Word report setup page
scr_PrintForm.png
Setting up the report display parameters
scr_Parameters_example.png

3. Set up the report fields 

In the Set up report data block of the section working area (5), set up the fields to display in the report. To do this, click scr_AddButton.png and select the Name column in the drop-down Column list. A macro will be added to the column later.

scr_Column_Name.png

Click Select.

Using the same method, add the Type and Primary contact columns to the template.

The list of columns after this step is presented below.

scr_ColumnList.png

4. Add the macro tag to the column name 

Change the Name column property. To do this, take the following steps;

  1. In the Set up report data block of the section working area (5), double-click the title of the Name column or click scr_EditButton.png in the column title bar.
  2. Change the [Name] value of the Title field to [Name[#Upper#]].
    scr_Upper_macros.png

    Click Save.

The list of columns after adding macro tags is presented below .

scr_ColumnListWithMacros.png

Click Save.

5. Set up the report template layout and upload the template to Creatio 

To set up the template:

  1. Open any MS Word file.

  2. Click Connect on the Creatio plug-in toolbar.

    scr_ConnectButton.png

  3. Enter the username and password of the Creatio user. Click scr_PlusButton.png next to the Server field.

    scr_Authorization.png

  4. Click New. Enter the server parameters.

    scr_ServerSettings.png
    Click OK.

  5. Click Select report on the Creatio plug-in toolbar.

    scr_SelectReportButton.png

  6. Select the "Account info" report and click OK.

    scr_ChooseReport.png
    The report setup window looks as follows:
    scr_Report.png
  7. Set up the template layout. Learn more about setting up a report template in the "Design report layout via the Creatio MS Word plug-in" article.
    After the setup, the report looks as follows:

     

    scr_CustomizedReport.png

  8. Click Save to Creatio to load the report template in Creatio.

    scr_SaveToCreatioButton.png

As a result, the "Account Info" report will be available in the Accounts section list under Print.

scr_Print_button.png

The report looks as follows.

scr_AccountInfo.png