Microsoft Word Report Tool

How to format reports using Microsoft Word

WDReportGen is a template-based reporting tool that retrieves data from database and fills Microsoft ® Word ® report with them.

Creating a report template directly in Micosoft Word

To make a report using WDReportGen, you should create a report template first. This report template is a Microsoft Word documnet that defines the layouts, formats and styles of the report. How to create a new document, refer to Microsoft Word Help.

Creating a template for a table report

To create a table report, you need to create a table in the report template file according to the report. The format of the table is the same as the format in the report. The report template is a blank report. WDReportGen will execute a SQL statement, retrieve data from database, and fill them into the report.

For a fixed table report, the format of the table is the same as the format in the report, you reserve same rows/columns in the report template as in the report. For a variable table report, you just need to reserve some rows/columns in the report template for one or two records. WDReportGen will automatically add some rows/columns according to the records.

If you want to display the data value in a custom format, you can write formatting expressions into data cells in the report template file. WDReportGen will get the text of the cell as a format expression before it puts a value into a cell, and output the value using the format expression.

Word Report - Formatting Cells

Creating a template for a form report

The report template file of a form report must contain merge fields or quote fields where data values will be inserted. For each data source field, you must creat a merge field or quote field. A field can be created in text, list, title, table or other. When WDReportGen is run, it will replace the merge fields or quote fields with values from data source.

If the data value is a number, date or time, and you want to display it in a custom format, use the switches of fields like "\#" or "\@". For more detail information, refer to Microsoft Word Help.

You should define a range by a Word bookmark. A range represents a contiguous area in a document, and contains text, lists, tables, table rows or paragraphs. When WDReportGen generates a report, it will repeat the range for each record or group.

Formatting a report template

WDReportGen supports ALL formatting features within native Microsoft Word, such as text formatting, tables, fields, pictures and graphics, drawing, page setup, headers and footers, preview and printing, VBA, macros, and more.

  • Characters formatting
  • To make text stand out, you can format the text in selected characters. You can set font, color, size of text, bold and italic formats, animate or highlight the text.

  • Paragraphs formatting
  • You can set text alignment, tab stops, line spacing, spacing before or after paragraphs, and borders.

  • Bulleted and numbered lists
  • Bulleted and numbered lists in Microsoft Word are easy to create. You can quickly add bullets or numbers to existing lines of text, or Microsoft Word can automatically create lists as you type.

  • Borders, Shading, and Graphic Fills
  • Borders, shading, and graphic fills can add interest and emphasis to various parts of your document. You can add borders to pages, text, tables and table cells, graphic objects, pictures, and Web frames. You can shade paragraphs and text. You can apply colored or textured fills to your graphic objects.

  • Automatic formatting
  • By using AutoFormat, you can quickly apply formatting such as headings, bulleted and numbered lists, borders, numbers, symbols, and fractions to your text. You can automatically format a document either as you type or after you've written it. In both cases, you can control which automatic changes Microsoft Word makes. You can also turn off automatic formatting.

  • Style
  • A style is a set of formatting characteristics that you can apply to text, tables, and lists in your document to quickly change their appearance. When you apply a style, you apply a whole group of formats in one simple task. For example, instead of taking three separate steps to format your title as 16 pt, Arial, and center-aligned, you can achieve the same result in one step by applying the Title style.

Outputing a report to another file format

WDReportGen is a converter too. You can convert Microsoft Word documents to and from other formats, such as HTML, XML, RTF, text, and Works. To output a report to another file format, you must specify the file type of the report in the WRF file.

WDReportGen supports all file formats that Microsoft Word supports. The supported file formats include:

  • Word Document (.doc)
  • Word Template (.dot)
  • Rich Text Format (.rtf)
  • HTML (.htm .html)
  • Filtered HTML (.htm .html)
  • Web Archive (.mht .mhtml)
  • XML Document (.xml)
  • Text (.txt)
  • Text (Line Breaks) (.txt)
  • Text (DOS) (.txt)
  • Text (DOS Line Breaks) (.txt)
  • Unicode Text (.txt)
  • Word 2.x for Windows (.doc), Need an external converter
  • Word 5.0 for Windows (.doc), Need an external converter
  • Word 97-2003 & 6.0/95 - RTF (.doc), Need an external converter
  • Works 6.0 & 7.0 (.wps), Need an external converter
  • Works 6.0 & 7.0 (.wtf), Need an external converter
  • Works 7.0 (.wps), Need an external converter
  • WordPerfect 5.x (.doc), Need an external converter
  • WordPerfect 6.x (.wpd .doc), Need an external converter


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