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How to do a reporting template in WSS

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tinggg

Technical User
May 15, 2004
69
NZ
Hi

I have a reporting template (currently in word). Every month i've got to get 12 people to "add their bit" to the one template. I'm still new to WSS and am wondering whats the best way to manage this reporting via Sharepoint (WSS). I could just put the template up in Shared Documents and ask people to Check it In/Out as they add their bit. Or is there another way I could design a template in WSS and be able to pull it off as a Word report?

In the past i've put together template using customised list however it hasn't worked very well because you can only pull the info in excel and not in a professional looking report format.

Any help would be appreciated.
Thanks
 
Hello,

Have you looked into Infopath? There you can crate different kinds of report forms and then create a forms library in SharePoint and use your form as a template.

I have just worked a little with but it has a lot of potential. Althought hat requires the clients to also have Infopath installed.

Regards,
Thomas

 
Hi

Yes, i've looked at Infopath and its very powerful, however as you mentioned all users have to have it in order to complete its forms and unfortunately not all have it.

Would recommend Infopath to others though.
 
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