Overview
Fieldguide creates Reports from three elements:
A report template (created in Microsoft Word)
Your engagement’s sheets
Your engagement’s forms
With one click, generate your template to combine these elements and create a formatted report populated with your engagement data.
How it works
Reports are created by generating a report template. Report templates are pre-made Word documents designed to look like your final report. They contain placeholders for engagement-specific data, which allows you to:
Instantly create reports with all your engagement data
Reuse templates across engagements
This saves you time in preparing and formatting a report.
The placeholders in your report template are called “mail merge tags.” Each engagement data source (form fields and sheet cells) has a mail merge tag that you can add as a placeholder in your report template. For example, you might use a form field for the client company’s name.
When you generate your template, Fieldguide automatically replaces the mail merge tags with your engagement data and creates a new document — this is your report!
Next steps
See here to get started with reporting:
Learn more about reporting here: