Using Report rules

Applies to JungleDocs for SharePoint 2010-2019.
For a similar tutorial for JungleDocs for Office 365, click here.

Report rules allow you to export multiple items from a list into a Word document. In this tutorial, you will learn more about Report rules and how to use them to create new documents.

About Report rules

A Report rule is a command to create a new document by using the data present in a specific list (for example, to create a sales report).

Things to know about Report rules:

• Report rules export metadata from selected SharePoint list items into new documents.
• You can use selected items, a list view (filters also supported), or a whole list for data export.
• Report rules can be used to export list items to Word, Excel and PowerPoint documents.
• Report rules can be used to export list data into Word charts and diagrams.

To create a Report rule

1. Navigate to the Reports tab in JungleDocs.

2. Click  New rule.

3. In the pop-up window, select rule settings. Below you can see some of the configuration options available.

Target location and Base rule

Select whether documents created using this rule will be saved to a list or library or should be downloaded. Also, select the Base rule you want to use for the Report rule to inherit configuration .

Document template

Here you will select the document template that will be used for your new document. If you're creating a new rule, you will probably want to create and use a custom template. 

Copy column values

Decide what column values you want to be copied into the new document.

Set column values

Decide what column values you want to be copied into the new document metadata. You can use formulas to merge the metadata from different columns, make some calculations etc. Take a look at some formulas and the results they generate:

• Formula:TitleResult:"Test Document"
• Formula:Price * AmountResult:500(Price and Amount are columns in source item. Price is 100 and Amount is 5)
• Formula:Price + DeliveryCostsResult:110(Price and DeliveryCosts are columns in source item. Price is 100 and DeliveryCosts is 10)

4. Click OK at the bottom to save rule configuration.

Using a Report rule

1. Select the documents or list items that you want to pull data from.

3. Open JungleDocs, go to the Reports tab and click on the Report rule that you want to use.

4. A new window will open. This window contains the information for the document, its name, and any additional notes. Most of the fields will have been filled in by JungleDocs already, as pre-configured in the rule.

6. Click Save and the new document will be generated and saved in your target location (or downloaded, depending on the rule settings).