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

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After you install the MS Word plug-in and create a report in Creatio, you can start setting up the report layout. You can customize the layout by editing the standard MS Word template.

MS Word report template setup includes the following general steps:

  1. Download and edit the template in the Creatio MS Word plug-in. Read more >>>

  2. Modify the ready template in the Creatio MS Word plug-in if needed. Read more >>>

  3. Upload the updated template file to Creatio. Read more >>>

    You can also use macros to set up reports. For more information about custom macros and adding them to the MS Word reports, please see the “MS Word reports” article.

Download and edit the template in the Creatio MS Word plug-in 

  1. Open an empty MS Word document on your computer.

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

  3. Log in to the system with your Creatio credentials (Fig. 1).

    Fig. 1 Connecting the plug-in and authorization.
    scr_cases_print_forms_setup_word_connect.png

  4. Select the needed report from the list by clicking Select report.

    As a result, a list of columns for the selected report will be displayed in the right part of the MS Word window.

Add fields to the template 

In the template, the report fields are represented as the MS Word fields. When the report is generated, the field will contain data from the corresponding Creatio record. The list of available fields is displayed in the Word report data window (Fig. 1).

Add all fields to the template 

To add all the fields configured in the report designer to a template, drag a group of fields to the template page (Fig. 1).

Fig. 1 Adding a field group to a template
scr_cases_print_forms_setup_word_template_add_all.png

As a result, all fields and names of the corresponding Creatio columns will be added to the template (Fig. 2).

Fig. 2 A report template with a field group
scr_cases_print_forms_setup_word_template_view_all.png

You can use standard MS Word tools to customize the added fields.

Add separate fields to the template 

  1. To add data to the template, drag the corresponding field on the page (Fig. 1).

    Fig. 1 Adding a field to the report template
    scr_cases_print_forms_setup_word_template_add_one_field.png

  2. As a result, a field will be added on the page. When the report is generated, the field will contain data from the corresponding system record in Creatio.

  3. Add all other necessary fields as well as the text in the report (Fig. 2).

    Fig. 2 A report with the added fields and static text
    scr_cases_print_forms_setup_word_template_view_added.png

  4. Save the report template.

Add table data to a template 

Add all table columns to the template

To add all the table columns configured in the report designer to a template, drag a group of fields to the template page (Fig. 1).

Fig. 1 Adding all table columns to the template
scr_cases_print_forms_setup_word_template_add_all_tbl.png

As a result, the template will contain the table with all columns from the selected group. Titles of table columns will correspond to the titles of columns in Creatio.

You can use standard MS Word tools to customize the added table. The text in titles of the table columns can be edited. Fields placed in table cells determine the data that will be displayed in the column.

Add separate columns 

  1. Add a simple table with the required number of columns on the template page. Each column must comprise a title and one row (Fig. 1).

    Fig. 1 Adding a table to the template manually
    scr_cases_print_forms_setup_word_template_view_tbl_2.png

  2. Enter the text of the column titles (Fig. 2).

    Fig. 2 A table with static titles of columns
    scr_cases_print_forms_setup_word_template_view_tbl_3.png

  3. Drag a column title to an empty cell of the table which should display the data from this column (Fig. 3).

    Fig. 3 A table with fields added
    scr_cases_print_forms_setup_word_template_view_tbl_1.png

  4. Set up the template visual appearance by placing the table in the right part of the file (Fig. 4).

    Fig. 4 Setting up a template visual appearance
    scr_cases_print_forms_setup_word_template_view_rezult.png

  5. Save the report template.

    In the generated report, the fields of the table will contain data from Creatio. The number of rows in the table will correspond to the number of records.

Edit the existing template in the Creatio MS Word plug-in 

You can modify the layout of any MS Word report in Creatio at any time.

  1. Open an empty MS Word document on your computer.

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

  3. Log in to the system with your Creatio credentials.

  4. On the Creatio tab of the MS Word ribbon, click Select report.
    As a result, a list of available MS Word reports will open.

  5. Select a report to configure and click OK. As a result, the current report template will open.

  6. Click OK in the pop-up window. As a result, the previously configured template file will open.

  7. Make the necessary changes to the template layout.

  8. Click Save to Creatio on the Creatio tab of the MS Word ribbon.

    As a result, the plug-in will upload your report template to Creatio.

Upload the updated template to Creatio 

To add the edited template in Creatio:

  1. Open an empty MS Word document on your computer.

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

  3. Log in to the system with your Creatio credentials.

  4. Click Save in Creatio.

  5. Click Save.

    As a result, a new template will be used the next time this report is generated.

    You can also upload the report in the report designer directly by clicking Upload template.

See also
Install Creatio plug-in for MS Word
Create a new MS Word report in Creatio