Set up MS Word reports

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.

Note

You can export reports as *.DOCX files.  Use Microsoft guides to 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 “Add a new MS Word report in Creatio” 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 “Design report layout via the Creatio MS Word plug-in”.

Attention

You will need to install the Creatio plug-in for MS Word to edit MS word reports.

Contents

•Installing Creatio plug-in for MS Word

•Add a new MS Word report in Creatio 

•Design report layout via the Creatio MS Word plug-in

•report FAQ

Video tutorials

•Reports