Design report layout via the Creatio MS Word plug-in
You can customize the visual appearance of an MS Word report by editing its MS Word template and uploading the updated file to Creatio.
The Creatio report designer plug-in for MS Word must be installed to work with the report templates. You can learn more about the plug-in setup “Installing Creatio plug-in for MS Word” article.
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.Upload the updated template file to Creatio. Read more >>>
Use Creatio MS Word plug-in to edit any of the existing MS Word reports. Read more >>>
Note
You can use macros to set up reports. Base macros are covered in the “Basic macros in the MS Word reports” article. For more information about custom macros and adding them to the MS Word reports, please see the “How to create macros for a custom report in Word” article.
Download and edit the template in the Creatio MS Word plug-in
1.Open the report file in MS Word.
2.Click [Connect] on the Creatio plug-in toolbar (Fig. 1).
3.Log in to the system with your Creatio credentials.
Fig. 1 Connecting the MS Word report plug-in to Creatio
As a result, a list of columns for the selected report will be displayed in the right part of the MS Word window.
Adding fields to the template
Before adding fields to a template, create a list of fields of the report in the [Report setup] section in Creatio. This procedure is covered in the “Set up the report data fields and tables” article. You can add fields to a report at any time.
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. 2).
Adding all fields to a template
To add all fields to a template, drag a group of fields to the template page (Fig. 2).
Fig. 2 Adding a field group to a template
As a result, all fields and names of the corresponding Creatio columns will be added to the template in the following format: “Column name: Field” (Fig. 3).
Fig. 3 A report template with a field group
You can use standard MS Word tools to customize the added fields.
Adding individual fields to a template
1.To add data to the template, drag the corresponding field on the page (Fig. 4).
Fig. 4 Adding a field to the report template
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. 5).
Fig. 5 A report with the added fields and static text
4.Save the report template.
Adding table data to a template
Before adding tables to an MS Word template, set up the report tables in the [Report setup] section.
Quick adding of a table to a template
To add all table columns to a template, drag a group of table fields to the template page (Fig. 6).
Fig. 6 Adding all table columns to the template
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.
Fig. 7 A report template with a table
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 individual 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. 8).
Fig. 8 Adding a table to the template manually
2.Enter the text of the column titles (Fig. 9).
Fig. 9 A table with static titles of columns
3.Drag a column title to an empty cell of the table which should display the data from this column (Fig. 10).
Fig. 10 A table with fields added
4.Set up the template visual appearance by placing the table in the right part of the file (Fig. 11).
Fig. 11 Setting up a template visual appearance
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.
Editing an existing template using Creatio MS Word plug-in
You can modify the layout of any MS Word report in Creatio at any time.
To do so:
1.Open MS Word and click [Connect] on the Creatio plug-in toolbar (Fig. 1).
2.Enter your Creatio login and password.
Fig. 12 Connecting the MS Word report plug-in to Creatio
3.On the [Creatio] tab of the MS Word ribbon, click [Select report]. As a result, a list of available MS Word reports will open.
4.Select a report to configure and click [OK]. As a result, the current report template will open.
5.Click [OK] in the pop-up window.
6.Make the necessary changes to the template layout.
7.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.
Uploading an updated template to Creatio
1.Log in to Creatio as an administrator and open the System Designer, e.g., by clicking 
.
2.Go to the [System setup] block and click [Report setup].
3.Open the needed report record.
4.Click [Upload template] in the record profile (Fig. 13).
Fig. 13 Uploading an MS Word report template
If the report template file has not been uploaded to Creatio, you can upload a DOCX file by dragging it to the report page.
5.Select the previously saved MS Word template. Click [Save].
As a result, a new template will be used the next time this report is generated.
See also
