Narrative Reporting

Distribution Manager allows for processing narrative reporting: creating a Word document, populating it with data from an Excel workbook, then distributing the Word document through Distribution Manager. The following is a general overview of the setup steps required for narrative reporting.

Note: Prior to creating the narrative reporting Word document, ensure the Distributor add-in is enabled in Word (see Distribution Manager Settings for more information).

1. Create the Excel workbook from which to retrieve data.

2. Create the Word document, and enter the appropriate replacement formulas, specifying what data is to be populated with data from the Excel Workbook (see Distributor Formula Assistant for more information).

3. In the Excel workbook, define a SPEC to distribute the Word document.

4. The system replaces the formulas with data from the Excel workbook, and distributes the Word document.