Saved-report foundation
The same report criteria can be reused whenever a refreshed document is needed.
Report Documents
Create Word or spreadsheet output from a saved report and its structured results.
What it does
A practical part of the firm’s workflow.
Report Documents turns a saved report and its current results into a Word or spreadsheet deliverable. The report continues to define the data set, while the document template controls how that information is presented.
Structured placement
Report fields are placed into approved document or workbook locations.
Case-ready delivery
Generated files return to the document workflow for review, filing, or download.
How it works
What the team can expect.
Select the report
Choose the saved report whose results should drive the output.
Select the format
Choose an approved Word or spreadsheet template for the intended audience.
Generate and inspect
Review the finished file against the report before relying on or sharing it.
Turn report results into a finished document.
Use the saved data set to prepare Word or spreadsheet output for review.