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Template reports

Creating a Dictionary Report document

The Report function allows you to create a Word document containing certain elements from the dictionary. As a starting point, this usually includes the variable name, the question and the variable guidance or the data type.
note
This can be useful for sending to other team members for collaboration on the questionnaire, or for sending dictionary changes to the automation team (Also, note that there is no automatic feed back into the dictionary once it is in this form - changes must be applied using the variable editor in the usual way).

Creating a dictionary report

To generate a report, click the
Tools
 button in the Contract Express ribbon in Word and select
Report
 from the list.
Report icon.
This will open the Report window containing a list of your available Author Report templates. Select an option from the list and click
Report
.
Window displaying list of available author report templates.
A Word document will be generated, based on the template, containing all variables from the dictionary along with the attributes you have specified.
You can create new Report templates or amend existing ones by downloading them from your Server. Upload, publish and share any new templates into your server, ensuring they have the “Report” keyword in their Template Setup window.
note
The keyword “Report” in the Template Setup window of the Report templates is what makes them available through the report window. Make sure “Report” is added as a keyword in the Template Setup window of any templates you wish to use for this purpose.
The Author Report feature will not show answers to a questionnaire session, as this report is specific to the template and NOT used for generated documents. For information on Questionnaire reports, visit the Contract Express Knowledge Base (login required).

This article applies to:

  • PRODUCT: Contract Express

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