#1
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Building a customisable report template
I need to generate a template for complex (lengthy) reports that are customisable to the work department and to different types of projects.
For example: We have departments A, B and C, which report on similar, but different topics. Each of these sections then writes a report. Each of the three reports need to be consistent, and they are sometimes combined into one master report. Each report can be of 3 or 4 different detail levels (level 1, level 2, etc) which relate to how much information is contained in the report on what results are being reported on. Each report has certain common section and often identical text, at least partially. Then sections are customised depending on the department and level of the report. I hop that makes sense... I'm trying to ensure consistency and compatability between all final reports. What I would like to achieve, is to have one master template, for all possible reporting oustcomes, that is then customisable per department and per detail level. Ie. When starting a report you would open the master template. Then you would select the type of report you are creating. The template would then filter for you the relevant default text and sections, which you could then start customising and editing as you please, without affecting the main template. The idea behind this, is so that it is easy to carry out changes to the main template. So that if you add a sentence to say, the introduction, that sentence is added to ALL reports, regardless of whether they are a department A level 2 or a department B level 1 report. Is there a way to achieve this using macros or some other function? We are currently using Word 2003, soon to update to Word 2010. Thanks |
#2
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You can store blocks of text (and/or other content) as AutoText entries for easy insertion. That might help you put these documents together.
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Stefan Blom Microsoft Word MVP Microsoft 365 apps for business Windows 11 Professional |
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