Getting started: creating reports

Report templates

Vertec includes a number of report templates such as letter, offer, expense or invoice. These templates are available in Word or Excel. Depending on where you are in Vertec, you can create various reports using the Print menu button.

You can find these report templates in the tree under Settings > Reports & Scripts > Report templates. For more information, see the articles The Vertec reporting system and Office reports (Word, Excel, PDF) .

Creating and customizing templates

The Word templates provided by Vertec are editable like regular Word templates, and can thus be adapted to your corporate design. For example, you can optimally adapt invoices to your corporate design. You can also create new templates. In order for them to appear in the Print menu in Vertec, they must be registered in the report templates directory mentioned above. Not all reports are activated and appear in the Print selection. In the report templates, you can add more reports to the selection by clicking on the Active field.

You can find out how to edit templates in the article Registering reports .

Using templates

The reports are launched in Vertec from the Print menu. The reports can be generated by Vertec and delivered to the client as a PDF or Word document, depending on the settings. Therefore, you do not necessarily need to install Word on the clients to run such reports.

Document automation

The documents generated in Vertec can be stored directly in Vertec via the document management function and easily retrieved. This process is automated and is described in more detail in the following article.