Generate Reports

Reports in Aligned Elements are used for one-way exports of a selected set of Document Objects.

How to Generate an Excel Report

The Excel Report generates an Excel file (xslx) where each Document Object is displayed on a single row with one attribute per column (except Table attributes which are not displayed), all attributes are displayed in plain text.

Select the Generate Excel Report menu item in the corresponding View. Then select the Document Objects to include in the report.

To include Document Objects from other Document Object Types in the operation, click Select More...

Click OK when the selection is completed.

In the next dialog, select which aspects of the selected Document objects to include in the report.

After the selection is completed, select whether old revisions (not only the most current revision) shall be included in the report. In most cases, you will answer No in order to get only the latest revision of the selected document objects.

And finally, optionally add a comment to the report and click OK.

The report generation is started. The report will be downloaded to your computer.

How to Generate a Word Report

The Word Report generates a Word document (docx) where the Document Object is displayed in a neutral look and feel.

Select the Generate Word Report menu item in the corresponding View. Then select the Document Objects to include in the report.

Finally, click OK to start the report generation. The report will be downloaded to your computer.

How to generate a Template based Word Report

The Template-based Word Report generates a Word document (docx) where the Document Objects are displayed using the default Word look and feel template configured for the type.

Select the Generate Template-based Word Report menu item in the corresponding View. Then select the Document Objects to include in the report.

Finally, click OK to start the report generation. The report will be downloaded to your computer.

How to automatically create a File object with a Word Document and auto-populate the document with the selected items

Use the option Create File for Objects to automatically create a new File Object. You will be asked to select a Word document to be used as target document. After selecting the Word document from your local computer or the Document Template directory, the selected Document Objects will be automatically inserted into the Word document in one single action.

Insert items at a dedicated location

If the target document contains the sentence <<Aligned Elements objects are inserted here>>, Aligned Elements will insert the objects at the location of this sentence

If no such text exist in the target document, the objects will be inserted at the end of the document.