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Old 02-06-2010, 03:13 AM
Igtech Igtech is offline Windows Vista Office 2007 (Version 12.0)
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Default Report creation.

Hi there, newby here.
I have been asked to carry out some site audits and then produce reports of my findings. What I've done is create a standard template (in Word) covering all the common issues raised at site, printed off and filled in the hard copy at site. I wondered if there was a way of using either Word or Excel to enable me to write the report in Word but automate the process to rapidly speed up a repative process. I appreciate that there may be a simple solution to this but my knowledge of Word/Excel is fairly basic. Thanks for any and all advice in advance.

Title should read Report Creation - good job there's spell check!
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Old 04-02-2010, 06:33 PM
BrazzellMarketing BrazzellMarketing is offline Windows XP Office 2007 (Version 12.0)
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Not sure if I completely understand, but I would be inclined to start this in Excel. Each column would represent one of your questions. Each row would represent a different client. You can then easily copy and paste duplicate answers, sort your info by number scores, and do other Excel functions. There's a way to print it nicely in Excel, but I'm not familiar with it. I do know that you can use the mail merge feature of Word to import your data from Excel and then print your reports in an attractive, printer friendly format.

To get more replies, you might try posting this same question in the Excel form and in the Word forum.
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