Word report
Overview
This Sigma App allows you to use Microsoft Word for your reports. You set up your report template in word and define which Sigma values you want - and exactly where you want them. Then you use your Word template to create reports for all the Sigma calculations you want to and the Sigma values in the calculation is automatically included in your report in the locations you have specified.
Some of the key benefits with the Sigma Word Report App are:
- Full control of the layout, fonts and colors
- Full control of the report setup
- Edit and add text after the report has been generated
- Save the report as a project-report and continue working with it - with updated Sigma values
In case you don't feel like creating your own Word template, but still would like to have a report with your look and feel and exact layout, just send an email and we'll work something out. Send an email
Installation
Install in Sigma
To install the Word Report app in Sigma, do the following.1 Doubleclick the sigmapackage-file or drag it into Sigma. Click Yes to install.
2 Read and accept the EULA
3 The installation is completed
Install in Word
To install the Word addin, which provides the possibilty to setup and edit Word Report templates, do the following.1 Go to the Word Report tab in Sigma and press Settings. Go to the Word addin tab and press the button "Install Word addin".
2 You may get a Windows UAC dialog. In that case, press Yes to continue the installation.
3 When the installer is startet, press Next.
4 Choose to install for just you or all users on the machine.
5 Read an accept the EULA and press Next.
6 Click Next to confirm the installation.
7 Click Close. The installation is completed.
Go to Sigma setup
Sigma setup
Set up new report
To set up a new report in Sigma do the following.1 Go to the Word report tab. Click Settings. Click Add. Enter the name you wish for your new report and choose the Word template file. Press OK. Press OK.
2 The report has been added and is ready to use directly from the Ribbon. Click it to create your report.
Settings
To change settings do the following.1 Go to the Word report tab. Click Settings. Click the Settings tab.
Hide the normal Reports tab: Check this if you want to hide the normal "Reports" Tab.
Remove content placeholders: Check this if you want to remove the content placeholders in the report, after the Sigma content has been inserted. NOTE! Doing this removes the option to use the report as a project report and re-populate the content from Sigma.
Hide the normal Reports tab: Check this if you want to hide the normal "Reports" Tab.
Remove content placeholders: Check this if you want to remove the content placeholders in the report, after the Sigma content has been inserted. NOTE! Doing this removes the option to use the report as a project report and re-populate the content from Sigma.
Word setup
To create a new report in Word, do the following.
1 Go to the Sigma Report Tab.
2 Click "Load Sigma file" and select a Sigma file on which to base the report. The report will be usable for other Sigma projects that contain the same components (Properties, variables, insight views, etc).
3 Place the cursor on the location in the document where you wish to insert a Sigma value and choose the desired component-value from the drop down menus.
4 The component has been inserted and on Report creation from Sigma, the component value will be updated with the value from the Sigma project.
5 Add all the text you want and keep repeating step 3 until you have all the Sigma values you want in report. Once satisfied, add the report in Sigma (see Sigma setup for details) and start using your report.