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Creating a Word report - new instructions required

Creating a Word report - new instructions required

Hi all,

I want to create a new Word report so that our loan agreements can be merged directly out of EMu to Word.

Upon first glance at the instructions in EMu Help I thought "oh yes, I can follow this and get it working". However, there are holes in the instructions and then I find that after I have closely followed the instructions for setting up the VB script... nothing happens!

If anyone out there has successfully completed a Word merge from EMu, please let me know!

(If anyone out there has *never* successfully done a Word merge from EMu... KE you need to get onto this!)

The thing about Loan agreements is that they quite often need the text tweaked, and the Crystal-to-RTF and Crystal-to-Word exports just don't cut the mustard.

Is it not possible to do it in the normal way?.. ie. set up the Word merge document first, then pull in the merge fields from the EMu-generated csv, without needing all the VB knowledge?

-Karen at the Powerhouse

Edited by: - 01-Jan-70 09:00:00

Karen Biddle
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Re: Creating a Word report - new instructions required

Hi Karen

The Reports documentation in the EMu Help was completely rewritten in 2009 and, as with all our documentation, it was tested first. However, using VBA to create Word reports is not a trivial task especially for users with minimal VBA programming experience as there can be numerous reasons why things may not work, including which version of MS Word you are using. Without experience (and I'm not assuming you have none), it can be very difficult to identify exactly what the cause of any number of issues is.

Can you confirm that you are using a version of the EMu Help built after 9 July 09 (you can check this in the Help by selecting About EMu Help>Version). The Reports documentation was last updated then to reflect recent changes to MS Word. Unfortunately, the Visual Basic code used to produce a report in Microsoft Word or Excel differs slightly from one version of Microsoft Word or Excel to another and we simply can't create documentation for every version of Word (we do stress this in the Documentation, which is why some experience with VBA is desirable). The examples in our documentation were produced using Microsoft Word and Excel 2002.

If you are using the latest version of the Help and still believe there are holes in the instructions, please contact Support for assistance; perhaps the documentation needs further elaboration; perhaps there is an issue with the version of Word you are using, etc.

Regards,

Gerard

--
Gerard Wood
Documentation Manager
KE Software
Melbourne, Australia
+61 3 9347 8844
www.kesoftware.com

Gerard Wood (Axiell Melbourne)
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Re: Creating a Word report - new instructions required

Hi Gerard,

We are using client version 3.2.04 and our MS Office products are 2003. There are definitely steps missing (or knowledge assumed) from the instructions included with this client! By "steps missing" I am not referring to VB, just each practical step to completing a report project. For example, "Now save the report back into EMu" or "Now click the "Report" button" etc. etc.

Any assistance you can give would be greatly appreciated!

-Karen

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Re: Creating a Word report - new instructions required

Hi again Gerard,

I've downloaded the latest Help file - several of the instructional omissions from the previous help file have been included... so I'll give this a go!

cheers
-Karen

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Re: Creating a Word report - new instructions required

Hi Karen

Let me know how you go. Keep in mind that the documentation was written for Word 2002, not 2003, but from memory both versions of Word should behave the same - if you do run into any difficulties, please contact Support.

On the topic of assumed knowledge in documentation, I try to assume as little knowledge as possible when producing documentation - but where the line is drawn is a wee bit subjective. With statements such as "Now save the report back into EMu', it's generally been my practice to link that back to information about how to do it (in Report writing this step may be repeated many times and it's far more efficient to explain how to do so in one place and then link back to it whenever necessary); or if the instructions are given several times in preceding sections, to assume the reader has some familiarity with that step now.

Of course, it is possible you were using an old version of the Help documentation - while any documentation can always be improved, I think I ironed out a lot of the issues with the old Reports documentation (though as I say, there's always room for improvement, especially with this most taxing of tasks in EMu/Word!)

Gerard

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Re: Creating a Word report - new instructions required

Thanks Gerard.

If I ever get this working, I will be happy to document the steps I took!

cheers
-Karen

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