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#1
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Report Creation
Hello,
I just changed jobs from grocery store manager to 8th grade English teacher. I am not unfamiliar with basic use of Word but I want to streamline some things. The teachers have to generate 5 different types of reports. Each report has 4-5 sections that are the same every time: - A header - Table of contents - Description of the course or program (optional) - Grade, effort, change in status table - Parental acceptance and signature area It also has areas that each teacher may want to add that are standard or unique to the teacher's requirements. In total this means there may be anywhere from 5-12 sections in each report. Today there reports are nearly all generated manually by cut & paste from old versions. This creates a crazy mishmash which each teacher then has to sort out to make some semblance of a cohesive document. It gets even harder to get these done when a new teacher comes along - like me. So what I want to do is create some sort of standardized report generation system. I don't even know if Word is the right place to do this but since the existing docs are all in Word already it seems like the right place to start. Ideally I'd like to have all of the report components stuffed into a single doc. When a teacher opens the doc should be able to easily identify the sections that they need and don't need. I've tried simply putting them together as one long doc but this makes section removal pretty tedious. What I'd really like is a way to have a shorthand list of sections that the teachers could just select the sections they want and save that into their new report. I think.... Any ideas would be greatly appreciated, Dave |
#2
Posted to microsoft.public.word.newusers
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Report Creation
What version of Word are you using?
Please post all follow-up questions to the newsgroup. Requests for assistance by email cannot be acknowledged. ~~~~~~~~~~~~~~~ Beth Melton Microsoft Office MVP Coauthor of Word 2007 Inside Out: http://www.microsoft.com/MSPress/boo...x#AboutTheBook Word FAQ: http://mvps.org/word TechTrax eZine: http://mousetrax.com/techtrax/ MVP FAQ site: http://mvps.org/ "David Robinson" wrote in message ... Hello, I just changed jobs from grocery store manager to 8th grade English teacher. I am not unfamiliar with basic use of Word but I want to streamline some things. The teachers have to generate 5 different types of reports. Each report has 4-5 sections that are the same every time: - A header - Table of contents - Description of the course or program (optional) - Grade, effort, change in status table - Parental acceptance and signature area It also has areas that each teacher may want to add that are standard or unique to the teacher's requirements. In total this means there may be anywhere from 5-12 sections in each report. Today there reports are nearly all generated manually by cut & paste from old versions. This creates a crazy mishmash which each teacher then has to sort out to make some semblance of a cohesive document. It gets even harder to get these done when a new teacher comes along - like me. So what I want to do is create some sort of standardized report generation system. I don't even know if Word is the right place to do this but since the existing docs are all in Word already it seems like the right place to start. Ideally I'd like to have all of the report components stuffed into a single doc. When a teacher opens the doc should be able to easily identify the sections that they need and don't need. I've tried simply putting them together as one long doc but this makes section removal pretty tedious. What I'd really like is a way to have a shorthand list of sections that the teachers could just select the sections they want and save that into their new report. I think.... Any ideas would be greatly appreciated, Dave |
#3
Posted to microsoft.public.word.newusers
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Report Creation
Word 2007
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#4
Posted to microsoft.public.word.newusers
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Report Creation
I think you can accomplish what you are looking for by creating a template
for the report and create a Building Block for each additional section which can be quickly inserted into new documents, multiple times if necessary. If you aren't familiar with Building Blocks, take a look at the Insert tab and the Cover Page, Header, Footer galleries. The Cover Page gallery might be more like what you have in mind. When you create your Building Blocks, save them in your template and associate them with a Custom Gallery. That way you can add the gallery to the Quick Access Toolbar for quick insertion. Note that if you elect to modify the Quick Access Toolbar for the template, make sure you select your template when making the customizations. (If you need help with this, post back and let us know.) For more on Building Blocks take a look at http://office.microsoft.com/en-us/he...341311033.aspx Please post all follow-up questions to the newsgroup. Requests for assistance by email cannot be acknowledged. ~~~~~~~~~~~~~~~ Beth Melton Microsoft Office MVP Coauthor of Word 2007 Inside Out: http://www.microsoft.com/MSPress/boo...x#AboutTheBook Word FAQ: http://mvps.org/word TechTrax eZine: http://mousetrax.com/techtrax/ MVP FAQ site: http://mvps.org/ "David Robinson" wrote in message ... Word 2007 I just changed jobs from grocery store manager to 8th grade English teacher. I am not unfamiliar with basic use of Word but I want to streamline some things. The teachers have to generate 5 different types of reports. Each report has 4-5 sections that are the same every time: - A header - Table of contents - Description of the course or program (optional) - Grade, effort, change in status table - Parental acceptance and signature area It also has areas that each teacher may want to add that are standard or unique to the teacher's requirements. In total this means there may be anywhere from 5-12 sections in each report. Today there reports are nearly all generated manually by cut & paste from old versions. This creates a crazy mishmash which each teacher then has to sort out to make some semblance of a cohesive document. It gets even harder to get these done when a new teacher comes along - like me. So what I want to do is create some sort of standardized report generation system. I don't even know if Word is the right place to do this but since the existing docs are all in Word already it seems like the right place to start. Ideally I'd like to have all of the report components stuffed into a single doc. When a teacher opens the doc should be able to easily identify the sections that they need and don't need. I've tried simply putting them together as one long doc but this makes section removal pretty tedious. What I'd really like is a way to have a shorthand list of sections that the teachers could just select the sections they want and save that into their new report. |
#5
Posted to microsoft.public.word.newusers
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Report Creation
That looks like exactly what I want. I've managed to put a couple blocks
together pretty quickly and they appear to work as advertised. Naturally I've run into a couple questions though: 1. I built a Cover Page block and set it to insert all of the content on a new page. The content of the cover page uses one entire page. When I insert it from the Building Block gallery it changes the line spacing. I have a bunch of blank lines set to Arial-10 and single spaced but when it's inserted from the gallery it ends up double spacing the lines. 2. Is there some way to enfore an order for any given section? I see that the Cover Page can be forced to insert at the beginning. I'd like to be able to force other sections to only appear either before or after other sections. Thanks for the help. I can already see parts of this coming together. David "Teaching is a lifelong everyone-to-everyone endeavour." "Beth Melton" wrote: I think you can accomplish what you are looking for by creating a template for the report and create a Building Block for each additional section which can be quickly inserted into new documents, multiple times if necessary. If you aren't familiar with Building Blocks, take a look at the Insert tab and the Cover Page, Header, Footer galleries. The Cover Page gallery might be more like what you have in mind. When you create your Building Blocks, save them in your template and associate them with a Custom Gallery. That way you can add the gallery to the Quick Access Toolbar for quick insertion. Note that if you elect to modify the Quick Access Toolbar for the template, make sure you select your template when making the customizations. (If you need help with this, post back and let us know.) For more on Building Blocks take a look at http://office.microsoft.com/en-us/he...341311033.aspx Please post all follow-up questions to the newsgroup. Requests for assistance by email cannot be acknowledged. ~~~~~~~~~~~~~~~ Beth Melton Microsoft Office MVP Coauthor of Word 2007 Inside Out: http://www.microsoft.com/MSPress/boo...x#AboutTheBook Word FAQ: http://mvps.org/word TechTrax eZine: http://mousetrax.com/techtrax/ MVP FAQ site: http://mvps.org/ "David Robinson" wrote in message ... Word 2007 I just changed jobs from grocery store manager to 8th grade English teacher. I am not unfamiliar with basic use of Word but I want to streamline some things. The teachers have to generate 5 different types of reports. Each report has 4-5 sections that are the same every time: - A header - Table of contents - Description of the course or program (optional) - Grade, effort, change in status table - Parental acceptance and signature area It also has areas that each teacher may want to add that are standard or unique to the teacher's requirements. In total this means there may be anywhere from 5-12 sections in each report. Today there reports are nearly all generated manually by cut & paste from old versions. This creates a crazy mishmash which each teacher then has to sort out to make some semblance of a cohesive document. It gets even harder to get these done when a new teacher comes along - like me. So what I want to do is create some sort of standardized report generation system. I don't even know if Word is the right place to do this but since the existing docs are all in Word already it seems like the right place to start. Ideally I'd like to have all of the report components stuffed into a single doc. When a teacher opens the doc should be able to easily identify the sections that they need and don't need. I've tried simply putting them together as one long doc but this makes section removal pretty tedious. What I'd really like is a way to have a shorthand list of sections that the teachers could just select the sections they want and save that into their new report. |
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