Project 4: Report
Report Template

Step-by-Step: Report Template

Start with:   , Professional Report template, report.doc from resource files

Open New Document from Template

1. 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.
    
   From the menu select  File  |  New .  The New Document task pane opens. Click on General Templates link or On my computer... and then the Reports tab. Choose the template  Professional Report and click on OK.

   Your dialog may show different tabs.

   
   

   The 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.)

Replace Titles

1. On the first page change the top to read just  World Travel Inc.  instead of Blue Sky Airlines; the main title to  Our 10^th 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!?)
   
    In Word 97 Chapter 1 is in a frame. Select the frame and press the DELETE key.
   
     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. On 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. 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.
   How to handle a full disk
    
4. Position the cursor on the first line after the subtitle on page 2.
    
5. From 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.

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.
   

    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.
   It is easier to use the Styles and Formatting Task Pane than to use the Styles box for long lists.
    
   In 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. For 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. Put the cursor in the paragraph  Open a company web…   and click the 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.
    

   
   

Problem: List did not automatically update
 
If the List Bullet 2 style did not update:
Open  Format  |  Style…  and select the style List Bullet 2. Click on the Modify button and check the box Automatically update. 
  
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.

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Problem: 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.

6. Click 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.

   

7. Click the Numbering button to toggle off the numbering. The lines shift back to the left.
    
8. Click the Increase Indent button to indent them one tab stop to the right of the bulleted paragraphs.
    
   
    
9. Type the numbers yourself at the left of the 4 paragraphs. (Sometimes brute force is necessary to get the results you want!)
   
   
10. Make Bold the line  Goals for this promotion  and  Summary of Results 
     
11. Save on your Class disk as  report-WorldTravelInc2.doc .
    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.