从Sharepoint列表自动生成(非常冗长的)报告? [英] Automatic production of a (very wordy) report from a Sharepoint list?

问题描述

您好-我希望有人可以提供帮助.

Hi - I'm hoping someone can help.

我的团队通过Sharepoint列表跟踪问题.

My team tracks issues through a Sharepoint list.

这些列大致为:-

The columns are roughly:-

• 客户参考号
  
• 客户名称
  
• 团队中的谁来处理此事
  
• 问题描述
  
• 已采取的最新操作日期
  
• 已采取的最新操作的详细信息
  

• Client Reference Number
  
• Client Name
  
• Who in my team is handling the matter
  
• Description of Problem
  
• Date of Latest Action Taken
  
• Details of Latest Action Taken
  

每个月我都会对此进行报告.该报告具有以下特点:-

Each Month I produce a report on this. The report features:-

• 企业品牌背景
  
• 内容页，其中包含每个问题的页码
  
• 对于每个问题，标题栏均包含前3个数据片段(客户参考号，客户名称，我的团队中的谁来处理此问题)；并且，
  
• 较长的部分介绍了每个问题的背景和采取的措施，这些内容可以运行到页面上.
  

• Corporate branded background
  
• Content Page with page numbers for each matter
  
• For each matter, a header strip with the first 3 snippets of data (Client Reference Number, Client Name, Who in my team is handling the matter); and,
  
• A longer section for the background and action taken on each matter, which can run to pages.
  

目前，这涉及到我将列表导出到excel，然后使用模板word文档将其用作邮件合并的基础.有点麻烦.

This currently involves me exporting the list to excel, then using it as the basis of a mailmerge using a template word document. It is a bit of a faff.

有什么办法可以使更多的自动化吗?

Is there any way I can automate more of this?

推荐答案

您好GF-该方法取决于您要自动化的对象.听起来您需要使用Excel服务来使Excel文件保持信息更新.然后，您可以根据需要操作数据.

Hi GF- the method depends on what you want to automate. Sounds like you would need to use Excel services to keep an Excel file updated with the information. Then you can manipulate the data however you want.

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