Project 4: Report
Report Template

Title: Jan's Illustrated Computer Literacy 101
Did you want: Working with Words: Word 2007,2010,2013,2016 or españolIcon: Change web

When you need to create a fairly standard document, Word has some templates that can speed you on your way. A template will include some temporary text so you can see how the parts fit together.

Read this temporary text. Sometimes there are important tips about how the template works.

Don't forget to replace the temporary text!

You will create a report based on one of Word's templates, but you will modify it in several ways.

Where you are:
JegsWorks > Lessons > Word97-2003

Before you start...

Project 1: Word BasicsTo subtopics

Project 2: Auto ToolsTo subtopics

Project 3: BrochureTo subtopics

Project 4: Report     
    MLA Guidelines
    Create Report Subtopics display
    icon-footprintReport Template
    icon-footprintWorks Cited
    TablesTo subtopics
    Finish ReportTo subtopics
    ExercisesTo subtopics 


Icon Step-by-Step 

Step-by-Step: Report Template

 Icon Step-by-Step

What you will learn:

to create a new document using a template
to remove unnecessary parts of the template
to replace temporary text
to insert a file into a document
to update style automatically

Start with: Class disk Icon- Word with blank document , Professional Report template, report.doc from resource files

Open New Document from Template

  1. Icon - Word 97 Icon - Word 2000 From the menu select  File  |  New . The New dialog opens.  Click on the Reports tab, and choose the template  Professional Report , and click on OK.
    Icon: Word 2002Icon: Word 2003 From the menu select  File  |  New .  The New Document task pane opens. Click on Icon: Word 2002General Templates link or Icon: Word 2003 On my computer... and then the Reports tab. Choose the template  Professional Report and click on OK.

    Your dialog may show different tabs.

    Dialog - New - Professional Report

    Professional Report template - 3 pagesThe 3-page template opens with sample text. You will modify this a lot, but it is a big help to have a base plan to work with.

  2. Read through the template. The main text explains how this template works. (You may print this if you would like to keep the tips handy for later.)

Problem: Can't find the report template

Icon - Word 97 If you are using Word 97 and do not see the Report tab, you will need to run the installation program for Word again. Choose Add/Remove and then choose to change the Wizards and Templates choices. Check the box beside Reports and continue with the installation.

Icon - Word 2000 Icon: Word 2002Icon: Word 2003 If you are using Word 2000/2/2003, the Report tab and the Professional report template will show even if they are not yet installed. It's that "Install on First Run" feature. You will need the installation CD. Just follow the prompts that show after you try to open the template. 

Replace Titles

  1. Report - Titles on page 1On the first page change the top to read just  World Travel Inc.  instead of Blue Sky Airlines; the main title to  Our 10th Anniversary ; the subtitle to  It's time to grow! 
  2. On page 2 of the report, delete the part at the top that contains  Chapter 1  to get rid of all the black across the top. Your document won't be long enough to break it into chapters. (Aren't you glad!?)

    Icon - Word 97 In Word 97 Chapter 1 is in a frame. Select the frame and press the DELETE key.

    Icon - Word 2000 Icon: Word 2002Icon: Word 2003 In Word 2000/2002/2003 Chapter 1 is in a table. If you just delete the text, you will still have a big black area across the top of the page. Click in the table and from the menu select Table | Select | Table . Then from the menu select Table | Delete | Table.
  3. Report - Titles on page 2On page 2,  change the title and subtitle to match what you did on page 1.

Replace Body Text

The main text for the document has already been written for you.  But first read what the template's text explains about how this template works. Then you can replace the temporary text with the report text, as described below.

  1. Select the rest of the temporary text and press DELETE to remove it from the document.
  2. If necessary, create a blank line below the subtitle.
  3. Class disk Save on your Class disk in the folder word project4 as  report-WorldTravelInc1.doc . If you need to start over after a while, you won't have to start at the very beginning.
    Full disk How to handle a full disk
  4. Position the cursor on the first line after the subtitle on page 2.
  5. Report - pasted textFrom the menu select  Insert  |  File . The Insert File dialog opens.
  6. Navigate to your resources files and select report.doc  in the word folder.
    The full path is:
     c:\My Documents\complit101\word\report.doc
    if you used the default location for the resource files.
    All of the text in report.doc is pasted into your document at the cursor location.
Alternate method: Open the document you want to include and select all of its contents. (CTRL + A or  Edit  |  Select All .) Copy. Switch to the template and paste in the new location.

Apply Styles

  1. Select all of the pasted text and apply the Body Text style. This style starts with the Normal style and adds Justified, Line space after 12 pt, and Line spacing at least 12 pt.
  2. Use CTRL + ALT + 1 to apply the Heading 1 style to the following lines:  Company Goals ,  Progress Report ,  Anniversary Special Trips Offer ,  Our Motivation: A Changing World   The Future 
  3. Apply the style List Bullet from the Styles list to two lines:
     Find new customers 
     Increase business with current customers .

    This style uses the square bullet and sets no additional indention.

    Tip Finding a style in the list: The list of styles is long. If you start typing the name of a style in the Styles box, the list will scroll to the next item that matches what you typed.
    Icon: Word 2002Icon: Word 2003It is easier to use the Styles and Formatting Task Pane than to use the Styles box for long lists.
    Icon: Word 97In Word 97 the list not in strict alphabetical order. It can be hard to find the style that you know is there ... somewhere. Another method to use in Word 97 is to open the Style dialog  from the Format menu, select from the alphabetical list there, and Apply it.

  4. Text - Report after formatting headings and applying bulletsFor the actions named underneath each line you just formatted with List Bullet, apply the style List Bullet 2. This style also uses the square bullet and adds some indention.

  5. Text - Report after applying numbering to bulletsPut the cursor in the paragraph  Open a company web…   and click the Button - Numbered List Numbering button to change from bullets to numbers. The indention changes.

    The style List Bullet 2 is automatically be updated for all 4 paragraphs with this style as you make changes.

Icon: TroubleProblem: List did not automatically update
If the List Bullet 2 style did not update:
Icon: Word 97 Icon: Word 2000 Open  Format  |  Style…  and select the style List Bullet 2. Click on the Modify button and check the box Automatically update
Icon: Word 2002Icon: Word 2003 In the Styles and Formatting Task Pane, right click on the style List Bullet 2. Select Modify... and then check the box for Automatically update.

Icon: TroubleProblem: numbering style not 1 2 3 4

The button remembers what number style was used last. Use the  Format  |  Bullets and Numbering…  dialog to change the type of numbers.

  1. Click Button - Indent the Indent button to indent the paragraph back to where is was before you changed to numbering. (Yes, it is a bit silly to use numbers but still call the style List Bullet 2. But it proves a point - the name is not magic!)

    Hmmm. We have problems. In some cases, the lines do not indent at all. Also, the four lines using the List Bullet 2 style are numbered 1, 2, 3, 4 instead of 1, 2 and then 1, 2. Not what we want. The automatic features are not going to work right in this case.

    Text - Report after correcting numbering

  2. Click Button - Numbered List the Numbering button to toggle off the numbering. The lines shift back to the left.
  3. Click Button - Indent the Increase Indent button to indent them one tab stop to the right of the bulleted paragraphs.

  4. Type the numbers yourself at the left of the 4 paragraphs. (Sometimes brute force is necessary to get the results you want!)

  5. Report after applying and correcting stylesMake Bold the line  Goals for this promotion  and  Summary of Results 
  6. Class disk Save on your Class disk as  report-WorldTravelInc2.doc .
    Full disk How to handle a full disk

    If you are using floppy disks, your disk is probably getting full. You may want to start using a blank one now. We will still call whatever floppy you are using to save your files to your Class disk.