Word templates utilized to produce reports

M

MorningStarFan

Hello all,

We have a request from our director to automate a process where student data
is combined with scholarship data to produce three reports. One report is
quite simple and contains only a logo, scholarship fund name, student name
and hometown, scholarship amount, major, and award year. The other contains a
break-down for the scholarship fund of it's beginning value, contributions,
gains/losses, transfers, unrealized gains, and closing value. Some variable
text is then included after which some static text is printed on the report.
The data is contained in two different databases but we can transfer this
data to one source easily. The last report is actually a solicitation/thank
you letter to accompany the reports.
MS Access is not an option because the quality of the reports is not up to
par with the director's needs. She wants a document created in word. We
currently produce about 650 of these three page reports annually.
Can this process be automated in WORD? Or automated in Access and the
reports produced as WORD documents?
Thanks in advance!
 
L

Lisa

Hello all,

We have a request from our director to automate a process where student data
is combined with scholarship data to produce three reports. One report is
quite simple and contains only a logo, scholarship fund name, student name
and hometown, scholarship amount, major, and award year. The other contains a
break-down for the scholarship fund of it's beginning value, contributions,
gains/losses, transfers, unrealized gains, and closing value. Some variable
text is then included after which some static text is printed on the report.
The data is contained in two different databases but we can transfer this
data to one source easily. The last report is actually a solicitation/thank
you letter to accompany the reports.
MS Access is not an option because the quality of the reports is not up to
par with the director's needs. She wants a document created in word. We
currently produce about 650 of these three page reports annually.
Can this process be automated in WORD? Or automated in Access and the
reports produced as WORD documents?
Thanks in advance!

This can very easily be done in Access. Access's reporting tool can
get quite complex. I don't know why Access would not be adequate, but
you can export reports from Access using File-Export. Excel, txt, and
rtf are among the options.
 

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