Introduction to Microsoft Word Reports
  • 08 Feb 2024
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Introduction to Microsoft Word Reports

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Article Summary

General

Microsoft Word Reports are reports that consist of one or more Templates (each being a Microsoft Word Document) and a number of Elements will can be used to insert data or graphics (e.g. from a Datasource) to the report document when the report is created.

Properties

You can access the properties of a Microsoft Word Report in two ways:

  • Launch the Management Service, click Reports in the main menu and then click the edit button for the report you want to edit.
  • Start the Report Designer for the report you want to edit or design and select the report item in the content explorer.

The following properties are available:

Name

Description
NameThe name of the report.
Document TitleAn Expression that evaluates to a string the represents the title to be assigned to report documents created from the report. If you leave this property empty, the Name of the report will be used as the title of report documents created from the report. The document title should be a short description of the report document (e.g. Monthly Report 2020/01 for David Laychak); the document title will for instance be used in the Library of the Hub.
Template Name(s)An Expression that returns a String or a List of strings representing the names of all Templates to be used when creating a report document from the report. If the report only has one template, you can leave this property empty, because in that case Mail & Deploy will always use that one template to create a report document.
ConditionAn optional condition Expression; if it returns True or 1 the condition is considered to be fulfilled and a report document will be created. If it returns something other than True or 1 the creation of the report document will be cancelled. If you leave this property empty, the condition is considered to be always fulfilled. The condition expression is evaluated after the preparation Actions of the report have been executed.
Preparation ActionsA list of Actions that will be executed before the report document creation starts; preparation actions can for instance be used to filter a Datasource.
Document TagsA list of optional Expressions where each expression returns a String that represents a tag that will be assigned to report documents created from the report. Tags can be searched when filtering report documents in the Hub Library.

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