How to create a Word or Excel template

With one or more records selected, your data is printed by selecting an output format from the Output formats box (details about how to print record data here). Output formats use Microsoft Word templates (with a .docx extension), Excel templates (with a .xlsx extension)1 or XSLT style sheets to specify what fields are included in the output, as well as to lay out and style the data. A number of output formats are available in Collections out-of-the-box, each designed for a specific printing / reporting purpose.

If these predefined output formats do not meet your needs, you can configure and use your own by building a custom Excel or Word template. As Excel output formats are fairly straightforward, we start with them:

The following is a variation of the basic template:

With the basics of building a Word template covered, there are a number of more advanced options available:

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