Use the MS Word reports to generate print-ready documents based on the section records. For example:
Use reports of the [Contracts] section to print contracts.
Use reports of the [Contacts] section to print contact summaries.
Use reports of the [Activities] section to print out emails, minutes of meetings, etc.
You can export reports as *.DOCX files. Useto protect the exported report files from editing.
Adding a new MS Word report in Creatio involves the following general steps:
1.Add a new report record in Creatio. Select the section where the report will be available. Set up a list of Creatio database columns whose data will be pulled to your report. Learn more about creating reports in the “” article.
2.Use Creatio MS Word plug-in to design the report layout. You can customize the report page layout, styles, formatting, design the report tables, etc. For more on report layout customization, see “”.
You will need to install the Creatio plug-in for MS Word to edit MS word reports.