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As title, since Word Template is easy and intuitive to make out-of-the-box, but Report requires XML to make it look good and organized on SINGLE RECORD documents, such as invoices, quotes, case summary, order detail. I'm trying to figure out what "Report" can do, but "Word Template" cannot on SINGLE RECORD documents/reports, so people keep using "Report" a lot to generate quotes, invoices, etc.?
P.S. I know report can generate multiple records in a report or putting together charting functions (for multiple records too), that word templates cannot do. I just try to figure out why people still use it on SINGLE RECORD documents/reports?
Thanks in advance!
There are multiple things:
1. Word can't do report for multiple not joined entities.
2. In word you can't filter related entities - you get related data as it is.
3. Word can't have inline filters.
4. I'm not sure regarding charts but I will put it for you to answer - can word do charts?
5. Word can't run in user context to provide user-related information.
I can continue but as for me there is no point. Word integration was created to provide more flexible way to generate print forms and that's it. Reports can do more.
Hi Andrew, thank you for your respond. I think I might not express the question very well before. I understand that we have to use report for multiple-record reports including lists & charting.
What I tried to ask is that for single record documents (quote, invoice, case summary, order detail, etc.), why use report over word-template? We only use filters for multi-record reports, not in SINGLE-RECORD reports like quotes, invoices, etc. and all we need are fields from related entities, which is what word template can also do.
All I can think of is that word is not modifiable unless we save our own word template locally. What else would you come up with regarding to SINGLE-RECORD reports?
Many thanks in advance.
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