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Create an Automated Report in Word

Depending on your role you can create Automated Reports in Fortes Change Cloud.


Before you build a report, please consider the following questions:

What is the purpose of the report?

Who will use the report and what decisions should be made with the report?

What kind of report is it: a portfolio report, a project report, a resource pool report, other?. The answer determines on which location you should start.

What is the content of the report? What information do you need from Fortes Change Cloud?

On which objects does that data exist?


Creating an Automated Report in Word

Word reports are best used for documents where data from Fortes Change Cloud can be shown ‘as is’. In other words: you can show data from Fortes Change Cloud, but you can hardly edit it in Word.


Step 1. Understand the report to build: which data from Fortes Change Cloud is needed?


Step 2. In Fortes Change Cloud, define the views required for the report. See Working with views.
Note: in Automated Reports you can only use views made in the section Reports; you cannot use views made in Dashboards.
Note: start the name of views with "AR" to indicate that a view is used for an Automated Report; this as a signal that these views should not be changed.


Step 3. Open a blank Microsoft Word document.


Step 4. Next, add Fortes Change Cloud fields and views to the Word document:

Navigate to the location where you want to create the report. In the section Automated Reports click pen-symbool03 - lichtblauw, a dialogue box appears, click Keyword List, a dialogue box with keywords appears.
Note: the keywords screen has two tabs: one for fields and one for views.

Click on a keyword and drag it to Word. Or: use your right mouse button to copy and paste.
Note: a field appears as text, a view appears as a table with a header.


Step 5. Format the fields and tables in Word and format the report.
Note: in tables you can only add character formatting (font/size/..).


Step 6. When the automated report is ready, save it as .RTF


Step 7. Finally, upload the Automated report in Fortes Change Cloud. Navigate to the location where you want to add the report, navigate to the section Automated Reports, click pen-symbool03 - lichtblauw,  a dialogue box appears. Click plus-teken02, a dialogue box appears:

dialog add an AR

Dialogue Add an Automated Report


Step 8. Click Choose File to select the saved report, enter the Description (this will be the display name of the report), make sure that the box Add this document as a merge template is checked, and click OK. The Automated Report is now ready for use.


A note on Rich Text fields from Fortes Change Cloud

Fortes Change Cloud supports custom fields of the type Rich Text. When you use such fields in Automated Reports in Word, all formatting disappears apart from the line endings. Also, Word inserts sections, leading to many blank lines.