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1 of 3Unite Education Program v6.5Job Aid: 5661Add a Word Report to UniteA Word report is a report in Unite that generates an output file by merging source data in Unitewith mail merge fields in a Word document. For each Word report you add to Unite, you mustselect the mail merge fields and specify conditions that determine which records are used togenerate the output file
To add the report 1. Open a browser and log on to Unite
2. Click REPORTS
3. Click the Word tab
0B Note If there is an existing report that is similar, you can copy it to add a new report and have less to configure in the new report
5. Verify you are on the Report Fields tab
6. In the Report Name field, enter a name for the report
7. In the Available Fields list select the check box for each data source field you want to add to the report
1B Note If you want to search, start typing the field name in the Search Available text box. As you type, the number of available fields decreases
2 of 3 2B Note Fields come from person and application records and are organized into sections based on the area in Unite where each field is located. Be sure to select the correct data source field to add to Unite
3B Note You may need to perform steps 7 and 8 multiple times depending on how many categories from which you pull fields
9. In the Selected Fields list, configure the options for each data source field you added
4B Note You can reorder the fields, designate a sort order for each field, and specify other options as needed
11. Click the Condition tab
12. From the Condition Name list box, select a condition list for the report
5B Note The condition list determines which records Unite uses to generate the output file you want
6B Note If there is not an existing condition list you want to use, click , and then enter a name in the New Condition List Name field. Select fields you want to add to the condition list, and then configure options for each field
3 of 3 13. Click
14. Click to close Report Builder window
Related resources • 4191 – Considerations for MS Word Reports • 5635 – About Word Reports • 5636 – About Export Reports • 5718 – Design and Upload a Mail Merge Document from a Word Report
Word. tab. 4. Click . 0B. Note . If there is an existing report that is similar, you can copy it to add a new report and have less to configure in the new report. 5. Verify you are on the . Report …
You don’t need a Microsoft Word job aid template. You just need to follow these steps: 1. Open a Word document Ok. This is a simple step. The important thing is that you can do this with a new or existing document.
You should use a step by step job aid format if the task: Is linear with no alternate paths. Doesn’t require decision making. Needs to be done in a specific order. How to design a successful step by step job aid: Add only the most relevant steps to complete the task.
If you are modifying an existing document to create your job aid, you’ll find that many people don’t use header styles. You can quickly tell by finding text that looks like a header. Click on it once and look at the top banner in Word. If the style says Normal or anything other than Header 1, Header 2, etc. you will need to apply those styles.
Here are some quick ways to customize a job aid template in Venngage: Click to edit any of the text (and text style). Change the background color or add a pattern/gradient. Add or remove sections. Resize your canvas manually or use Magic Resize for Business plan users.