Sales Creatio, team edition
PDF
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.

Video tutorials

Reports

 

Did you find this information useful?

How can we improve it?