Report post-processing

While OTbase Report Writer can go a long way for you in writing your report, there are a couple of things that it can't do. Therefore, once that your MS Word document is ready, you will want to apply the following post-processing functions within MS Word.

Insert page numbers

For technical reasons, Report Writer cannot insert page numbers (which you will usually want to see at the bottom of each page). You will need to do so manually.

Insert a table of contents

Another thing that Report Writer cannot do automatically is generate a table of contents. Simply go to the second page and use the normal MS Word function to insert a table of contents in your desired format.

Add your company name, logo etc.

As a next step you may want to give your report the desired corporate look by adding your company name, logo etc. You may also change document styles (table appearance, font sizes, font names etc.) if required by corporate design guidelines.

Add material content (project details, assessments, recommendations etc.)

OTbase Report Writer can save you the boredom of report writing (listing the facts), but it can't report on context, or provide automated recommendations. In most places where additional content is needed, you will find "Lorem ipsum" text placeholders that ask for replacement.

Produce a PDF deliverable if required

As a last step in post-processing, you may want to save your report as a PDF document for delivery to clients, regulators, or other third party audiences.