Word Report Plugin

Version

Note:

 It only applies to general reports (.cpt files).

Application Scenario

Scenario One:

Converting data analysis results into Word reports is a common business requirement. However, sometimes exporting reports to Word may not be suitable due to the high standards of formal reports. Formal reports require specific content and typesetting, such as descriptive statements to analyze indicators and fixed font and paragraph formats.

The report exported to Word contains only the report content, and the format and typesetting are preset and cannot be modified.

Scenario Two:

Handling reports involving plenty of data manually every time is troublesome and error-prone.

Take the Regional Sales Situation report shown below as an example. If each region requires a separate report, you can use FineReport to automatically generate the regional sales report for each region in this case.

FineReport Solution:

The Word Report plugin newly launched by FineReport adopts a design pattern of "Word + Designer".

The dataset fields, parameters, formulas, charts, tables, etc. in the designer are referred to as resources, which are prepared and designed using the designer.

You can insert these resources into Word, and then adjust the format and layout of these resources to export Word files in a fixed format.

When previewing the Word report template, you can see the final effect of the report, which can be exported exactly the same as what you see. The effect is shown in the following figure.

Installation Package Acquisition

A beta test of the Word Report plugin to be compatible with Microsoft Office will soon begin. Users who are interested in this plugin can start a trial in the following ways. 

• Send an email to jade.diao@fanruan.com.

• Or scan the QR code to add us as a Line friend.

The official beta test time will be announced later.

If you have installed the plugin, and have requirements or encounter any issues during use, you can contact the technical support personnel for assistance. 

Plugin Installation

Install the plugin to your FineReport after obtaining the installation package.

• To install the plugin on the designer, see Designer Plugin Management.

• To install the plugin on the server, see Server Plugin Management.

The plugin is newly equipped with a permission control function. After installing the plugin on the decision-making platform, you need to establish a remote connection to the server and assign the remote connection permission and the remote template design permission to relevant users or roles through Remote Design Permission Management, as shown in the following figure.

2) Users who need to design templates remotely shall install the plugin to their local designer following the Plugin Installation section, where the version shall be the same as that of the plugin installed on the server. After installation, choose File > New Word Report in the designer and switch the designer to the remote connection mode to proceed with the template design, as shown in the following figure.

Note:

User permissions for Word reports are the same as those set in Remote Design Permission Management.

For details, see Word Report Example.

For details, see Word Report Export and Printing.

For details, see Setting Scheduled Tasks for Word Reports.