Interactive Word Report

This button is enabled when a link exists between the template and the currently selected query. Clicking this button removes the link and the bookmark, so that the query will no longer produce output to this document.

Links the currently-selected query to the template, or if it is already linked, moves the link to the current cursor position in the Word document. Links determine which queries to output, and where output should begin. To create a link, first click inside the template document where you want to start printing, then click the Link Query to Template button. Symphony will create a bookmark inside the document at the location you clicked.

Note: If you link two queries to a document without placing text between them, it is possible that only one of the queries will be produced. This is because

Clicking this button executes and outputs the currently selected query to a new document. A copy of the report template is created inside Word and becomes the active document. While the report is being generated, the controls on this form are disabled, except for the Cancel button.

This is the name and location of the file that will be used as a template for the report. When Symphony generates a Word report, a copy of the template is made and Symphony generates the report to the copy.

Contains an entry for each query defined in the project. Queries are defined in Statistics view. You can jump from here to a query in Statistics view by right-clicking on the query and choosing Go To Query from the context menu.

If this checkbox is checked and if Table is specified as the Output format, a header row is generated.

Specifies for the query to be output to Word in a table format. This produces a "flattened" view of the data, where each row in the table contains repeating data. For example, a query consisting only of columns for Category and Comment would produce a row for each Comment, with the Category repeating where the Category is the same.

About the Respondent List query

This is a special query that is created by Symphony when you create a project. When it is included in a Word report, it is always output in a tabular format, regardless of the settings on this form.

Click this button to locate a Word document or template you want to use as a template for your report.

When this button is selected, the query is output as a hierarchy based on the coding structure -- equivalent to what you observe in Report View. When the report is generated, Symphony outputs formatting instructions to Word, based on the Word Styles you set in the report Properties.

This button has the same effect as for the Run Query button, except it causes all queries that are linked to the active template to execute. If you have more than one query linked to a query, this is the button you want to click when you want to run a complete report.

Click this button if you wish to stop a query from running before it is complete.

Clicking this button enables you to begin defining a new template. When the button is clicked, Symphony creates a new document based on the current default document you have set up, brings up the Properties form so you can change Style mappings between the document and Symphony if desired, and then document is set as the active document in Word so you can begin editing the template and linking queries to it.

Clicking this button brings up the Properties form for defining the styles mapping between the template and Symphony. The template properties form is identical to the MS Word Integration tab in the Symphony configuration, only the settings pertain to the current template, where as the MS Word Integration settings serve as global defaults.

Symphony uses Word bookmarks to track where output is to start within a document. (If you are not familiar with Word bookmarks, they are accessible in Word by clicking on Insert/Bookmarks.) When a query is linked to a document, a bookmark is created inside the Word document and its name is displayed here.