Send Data in ICM to a Word Report

  1. Select Reporting > Word Reports.

  2. Enter search words in the field provided.

  3. Select Search.

  4. Double-click a report to open it.

    Each table heading corresponds to an entity you can include in the exported report.

    The entity data generated is determined by the template associated with the selected Word report.

  5. Drag an entity you want included in the report from the Recent or Favourites section of the Navigator to the applicable data mapping column.

  6. Select Search.

  7. Enter your search words in the field provided.

  8. Select Search.

  9. Select the entity > Click Select.

  10. The selected entity and mapped data displays in the table under the bookmark heading.

  11. Once you've mapped all the required entities to bookmarks, select Run.

  12. Specify where you want to save the report > Select OK.

  13. Edit the report as required.