{"id":6996,"date":"2016-03-10T17:12:31","date_gmt":"2016-03-10T09:12:31","guid":{"rendered":"http:\/\/www.boostsolutions.com\/blog\/?p=6996"},"modified":"2023-07-31T11:38:13","modified_gmt":"2023-07-31T03:38:13","slug":"create-weekly-report-task-list-using-document-maker","status":"publish","type":"post","link":"https:\/\/www.boostsolutions.com\/blog\/create-weekly-report-task-list-using-document-maker\/","title":{"rendered":"Create a Weekly Report from a task list using Document Maker"},"content":{"rendered":"

I have a task list which monitors tasks status and manages risks. Every week, I have to report the task status to my manager. <\/span><\/p>\n

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.<\/span><\/p>\n

And here is how I did it\u2026 <\/span><\/p>\n

The Task Records list contains these information, title, start date, end date, priority and Status.<\/span><\/p>\n

\"DM-1\"<\/a><\/p>\n

Steps to happen<\/span><\/p>\n

1. Enter Document Maker settings page in Task Records list, and create a template.<\/span><\/p>\n

2. In the word template, insert the list field as following:<\/span><\/p>\n

\"DM-2\"<\/a><\/p>\n

Insert [Today] in the Report Date field.<\/span><\/p>\n

Insert [Me] in the Reported by field.<\/span><\/p>\n

Insert [Title], [Start Date], [End Date], [Priority] and [Status] fields in the task table.<\/span><\/p>\n

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

3. And next, create a rule for generating document.<\/span><\/p>\n

Firstly specify a name for this rule, and select the Weekly Report document as the template document. <\/span><\/p>\n

\"DM-3\"<\/a><\/p>\n

And secondly select the date format and specify PDF as the output type.<\/span><\/p>\n

\"DM-4\"<\/a><\/p>\n

Thirdly, enable Merged Document Generation option. Select this function is going to generate one document using multiple task items.<\/span><\/p>\n

And fourthly, specify the name rule as \u201cWeekly Report-[Today]-[Me]\u201d.<\/span><\/span><\/p>\n

\"DM-5\"<\/a><\/p>\n

Fifthly, select a document library to save the generated documents.<\/span><\/p>\n

\"DM-6\"<\/a><\/p>\n

Finally, click OK to save configurations.<\/span><\/p>\n

4. And now let\u2019s return to Task Records list and generate a weekly report.<\/span><\/p>\n

Select all tasks in one week, and click Generate a Merged Document<\/strong> command.<\/span><\/p>\n

Here a dialog appears and click Generate.<\/span><\/p>\n

\"DM-7\"<\/a><\/p>\n

Now a weekly report is generated as following.<\/span><\/p>\n

\"DM-8\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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 […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1,347],"tags":[],"_links":{"self":[{"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/6996"}],"collection":[{"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/comments?post=6996"}],"version-history":[{"count":2,"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/6996\/revisions"}],"predecessor-version":[{"id":7006,"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/posts\/6996\/revisions\/7006"}],"wp:attachment":[{"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/media?parent=6996"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/categories?post=6996"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.boostsolutions.com\/blog\/wp-json\/wp\/v2\/tags?post=6996"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}