Creating a SoDA for Word template

You use SoDA templates to help specify the content for SoDA reports.

About this task

You must have previously installed SoDA for Word on your computer before you can create any templates.

Procedure

  1. Start SoDA for Word by clicking Start > Programs > Software > SoDA for WordPrograms > Software > SoDA for Word Software > SoDA for Word. Microsoft Word opens on your desktop.
  2. Select SoDA > Template View. The SoDA Template View window appears.
  3. Select a database domain from the list of domains in the right pane of the SoDA Template View window. See the Administrator's Guide for more information on database domains.

    The omain you select opens and appears in the left pane of the window. After he domain activates, the Identify <database> window appears where <database> actually isplays the name of the domain you selected.

  4. Enter the actual user database name you are connecting to under the Value column in the Identify <database> window. The Login window appears for that user database.
  5. Enter the appropriate username and password into the Login window and click OK. A list of existing queries and record types for that user database appears in the right pane.
  6. Drag the desired queries or record types for your report template from the right pane to the left.

    If you select record types, a list of display values (fields) for that record type also appears in the right pane.

  7. Drag the desired fields for any record types from the right pane to the left. As you add queries, record types, and display values, they display as a tree in the left pane of the SoDA Template View window.
    Note: If you run a SoDA report with an existing query that includes a dynamic filter prompt, you need to include the prompt command in the SoDA template to ensure that SoDA displays a dynamic filter prompt in the query.
  8. After you finish adding all of your reporting information in the template, close the SoDA Template View window. The Save As window appears.
  9. Save your SoDA template in a folder that SoDA can recognize, for example, C:\Program Files\\SoDAWord\Template\.
  10. When you select Query > Generate SoDA Report, the template you created appears in the Generate Report window.

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