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Question

Question

generate a report from metadata

asked on October 11, 2016

I am developing a new process for a 2018 Community Information Guide (Directory).

I am inputting metadata for each property with the information that will go into the directory.

Can Laserfiche generate a report from the metadata?

 

Please advise.

 

Thanks!

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Replies

replied on October 11, 2016

There are a few ways to generate such reports depending how you need them to look.

The simplest would be to generate a search query into a mult-value token and simply send an email using the 'Apply Index' and the option 'All values separated by: Line Break' on your token.

A more polished approach would be to fill out a PDF or Word template after you do your search.

While this article explains setting up an Invoice you should be able to glean the information you need to create a Community Information Guide using a Word template.
https://answers.laserfiche.com/questions/92753/How-to-Create-Dynamic-Document-Line-Items-Using-Laserfiche-10

Hope that helps gets you started or some ideas.  Reports seem to take a bit of work within Laserfiche.
Andrew

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