7.4 Generating Reports
Generating Reports
To generate reports:
- Click the Generate button
to open the Generate Reports form:
2. Choose your records:
- If no specific records are selected, reports will be generated for all.
- If you select specific records, only those will be included.
3. Choose your output format:
- Microsoft Word
Expected Outcome
You’ll receive individual reports for each record based on the root element you selected. The reports will include all relevant data fields, formatted according to your Word template, and saved using the naming pattern you set.