Entity-Based Word Templates
Entity-based Word templates provide flexible reporting of entities and their attributes within a type of case. The report can include multiple child entities of the parent case and multi-valued attributes in a hierarchical structure within each entity.
These are the stages for setting up an entity-based report:
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Create a Word template file with a bookmark for each hard or soft attribute from the entities you want to report on.
You'll also specify group bookmarks that define a group of bookmarks that make up an entity.
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Create an entity-based report definition and select the template you've created.
This is so the bookmark names can be imported into the definition.
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Add data mapping definitions to the report definition so each bookmark will have a data source from the entity's hard or soft attributes.
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Run the report to see if it looks the way you thought it would.