Create a Weekly Report from a task list using Document Maker

I have a task list which monitors tasks status and manages risks. Every week, I have to report the task status to my manager.

Obviously, it is inefficient to copy tasks data to the document and send the report to my manager. So, I decide to create the weekly report by Document Maker.

And here is how I did it…

The Task Records list contains these information, title, start date, end date, priority and Status.

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Steps to happen

1. Enter Document Maker settings page in Task Records list, and create a template.

2. In the word template, insert the list field as following:

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Insert [Today] in the Report Date field.

Insert [Me] in the Reported by field.

Insert [Title], [Start Date], [End Date], [Priority] and [Status] fields in the task table.

And then select [Title], [Start Date], [End Date], [Priority] and [Status] fields and click Mark Repeat Area in the Document Maker tab. This command enables to insert multiple items in the table.

3. And next, create a rule for generating document.

Firstly specify a name for this rule, and select the Weekly Report document as the template document.

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And secondly select the date format and specify PDF as the output type.

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Thirdly, enable Merged Document Generation option. Select this function is going to generate one document using multiple task items.

And fourthly, specify the name rule as “Weekly Report-[Today]-[Me]”.

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Fifthly, select a document library to save the generated documents.

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Finally, click OK to save configurations.

4. And now let’s return to Task Records list and generate a weekly report.

Select all tasks in one week, and click Generate a Merged Document command.

Here a dialog appears and click Generate.

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Now a weekly report is generated as following.

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