You can create templates for Excel (Cell Mode) reports, as well as PDF and Word reports.

 

 

Excel templates are simply Excel spreadsheets. You can use any Excel functionality in the spreadsheets that are used as templates. Simply leave blank cells where you want FCS Express to put the data or pictures. Enter those cells as the Cell Address on the Field page of the options dialog corresponding to the exported item.

 

 

When creating a PDF template, the PDF file must contain text fields (which must be uniquely named) where FCS Express will place the data from your layouts. PDF files containing text fields can be created with numerous PDF creation programs, such as Adobe Acrobat®. Please refer to your PDF creation program for instructions on how to create PDF files with text fields.

 

 

In order to create a report using Word, you must use the Word mail merge functions. A brief overview of how to create mail merge templates is given below. For more details, please consult the documentation for your version of Microsoft Word®.

 

When creating a Word report template, you must enter fields into your Word document where FCS Express will place the exported data from the layout during batch processing. Enter those fields as the Mail Merge field name on the Field page of the options dialog corresponding to the exported item.

 

Please refer to the help files in your version of Word for detailed instructions on how to create Word documents with mail merge fields.