Generate a Custom Word Report in a Strategic Community Investment

In the Social Investment module, you have the option to generate a report from a Strategic Community Investment. This option is not activated by default in the system but is available to any client who requires it.

The idea of this functionality is to be able to reproduce a report format that's already made, but using the data in Boréalis. You can integrate headers, tables, logo, text section, etc.

The report template is uploaded to the system. When generating it, the system reads the data from the record and populates the report. It is generated in Word, which means it can still be edited after downloading it.

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Do not hesitate to contact someone from Boréalis if you are interested in this feature.

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