Import and export
Create a Word report
Loan agreements, object lists, crate labels and condition reports are made from Word templates. This guide describes how to turn an existing template into a report. How to write a template is covered in the Word templates section.
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Narrow down and sort the object selection. Both carry through to the report, unless the template brings its own sorting.
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Open the export. Sidebar, Data In- & Export tab, section Export, Word reports.
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Choose a template. From the template library, which is sorted into categories and searchable, or upload your own
.docxfile. Download last report again fetches the most recently created report once more. -
Check the field mapping. Moliri lists the fields that occur in the template. A field that does not exist in this project can be mapped to an existing one here. If the person who maintains the template has already mapped it for this project, the mapping is filled in and marked from the template.
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Check the advanced settings. Merge behaviour, Resolve content controls (plain text) and image resolution.
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Create Report. The progress shows how long it will take. At the end the file is downloaded.
After choosing the template: records, file name and field mapping. The reference shows the generated document.
Choosing the merge behaviour
If the template creates one document per object, this setting decides how the individual documents are joined:
| Report | Setting |
|---|---|
| Crate labels, labels | Merge without extra break |
| Object sheets, loan agreements | Insert section break (new page) |
| Double-sided printing | Insert section break (even page) or (odd page) |
| A hundred separate agreements to send out | Do not merge, pack as ZIP |
| When in doubt | Use template’s section behaviour, the default |
Whether one document per object is created or one for all is decided by the template. An object list runs through all objects in one document; a loan agreement is created per object.
When fields are unknown
Field names apply per project. A template from another project may use fields that are named differently here. The field mapping shows them with the note This field is not available in the current project.
| Approach | Result |
|---|---|
| Assign | The template’s field is mapped to an existing field for this report. The template stays unchanged |
| Map in the template | In the template editor, Check tab, section Field mapping. The choice is saved in the template and fills in the table for every export in this project. See Map missing fields per project |
| Do nothing | The spot stays empty in the report; the report is created all the same |
| Align field names | The lasting solution when a template is needed in several projects (setup) |
Image quality
You set the Image resolution under Advanced settings.
Word compresses embedded images on its own when saving. For high-quality prints, switch off automatic image compression in Word after opening the file for the first time. Otherwise a higher resolution in the export achieves nothing.
When the report stops
| Message | Remedy |
|---|---|
| Too many objects for one merged document | Choose Do not merge, pack as ZIP |
| The rendered documents exceed n MB | Choose ZIP or reduce the image resolution |
| Report could not be created | The template contains an error. The message names the spot. Pass it on to the person who maintains the template |
| The template was stopped after 60 seconds | The template’s code ran too long, often an endless loop. This, too, goes to the person who maintains the template |
Further reading
- Word reports : library, settings
- Create a Word template : when you need a template of your own
- Recipes : loan agreement, object list, condition report