https://overflow.efficy.io/?qa=tag/visit Powered by Question2Answer https://overflow.efficy.io/?qa=4177/report-of-actions-visit-to-word <p>Hello</p> <p>Is there a way to use the Report module to produce a docx document (based on a template) in order to generate a report showing all actions (visits) of the previous week ?</p> <p>I think this is achievable using the campaign functions but it can be "complicated" for users to go through the different step.<br> The report module seems to be able to do the job using Crystal Reports..but we haven't gone for this reporting solution - we went for Qlik...</p> <p>One of the solution purchased by Efficy (Vente Partner) was doing this job very easily.<br> Clicking on a customized button, a csv file was exported to the local PC and then a .dot word document was automaticaly opened. A vba code was automatically launching a merging using the csv data...et voilà, report of the done week for the sales manager !</p> <p>Any simple way to do something similar with Efficy ?</p> <p>Patrice - MX France </p> How to https://overflow.efficy.io/?qa=4177/report-of-actions-visit-to-word Fri, 10 May 2019 13:23:56 +0000