Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

report FAQ

Which file formats are supported by Creatio reports?

I have installed the Creatio plug-in for MS Word. What is next?

Which file formats are supported by Creatio reports?

The reports are saved as *.DOCX files. Use Microsoft guides to protect the exported report files from editing.

I have installed the Creatio plug-in for MS Word. What is next?

Use the Creatio plug-in for MS Word to edit report template layouts. Before you can design a report template layout, create an MS Word report record in the Report setup section. Open MS Word go to [Creatio] tab and click [Connect]. You will see the list of available reports. Double-click a report to open it for editing in MS Word.

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