Create an Entity-based Word Template

The procedure to create the template uses the bookmarking feature in Word to lay out the reporting format and provide the links the report needs to merge data with the bookmark fields.

 

To create an entity-based Word template:

  1. Create the layout of the document with the formatting you need, including headers and footers and your agency logo, if required.

  2. Add bookmarks for the data that will be inserted in the document when the report runs.

  3. Create bookmarks for groups of data items.

    For example, you can have a person group that defines a group of attributes that belong to a person entity. Within that group you can have a tattoos group with multiple values.

  4. Save the template file. You'll select it from this location when you create the report definition.