来自大量文本的Sharepoint列表的打印报告? [英] Printed Report from text-heavy Sharepoint List?

问题描述

我需要从Sharepoint列表中生成每月报告，该列表具有一些沉重的叙述性文本列.为了这个问题的目的，主要的栏目很多: 客户编号" 每月日期 客户会议"，每月客户会议记录".

I need to generate a monthly report from a Sharepoint list which features some text-heavy columns of narrative text. For the purposes of this question, the main columns are pretty much: "Client Name" "Client Number" "Date of Monthly Client Meeting", "Notes from Monthly Client Meeting".

在将新项目添加到共享点列表"时，会看到要完成的表格，理想情况下，我需要生成的报告应该看起来像一系列表格-列表中的每个项目都需要一个表格.

When you add a new item to the Sharepoint List you are presented with a form to complete, and ideally the report I need to generate would look like a series of forms - one for each item in the list.

Sharepoint列表会在整个月中维护，然后每个月我将列表导出到Excel中，并将其用作Word中笨拙的邮件合并的基础，经过一段时间的摸索，它看起来像实名制，分页，报告我需要.

The Sharepoint List is maintained throughout the month, and then, each month, currently I export the list into Excel, and use it as the basis of an awkward mailmerge in Word, which, after some faff, looks like the branded, paginated, report I need.

我是否可以轻松自如地(甚至是全自动地)完成此报告生成任务?

Is there a slicker (or even fully automatic) way I can complete this report generation task?

非常感谢任何人都可以提供的帮助.

Thanks a lot for any help anyone can provide.

推荐答案

您是否要基于每月客户会议日期"列的值生成每月报告?

如果是，建议您根据日期"列创建每月视图，然后将列表视图导出为ex​​cel

如果我不明白您的意思，能否请您提供有关您的要求的屏幕截图，并将其用作Word中笨拙邮件合并的基础" "?

最好的问候，

王恩(Dean Wang)

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