You can get Opal3 to complete your fully formatted and branded Word or Excel reporting templates. Templated Reports function exactly like a normal MSWord mail merge.

To learn how to construct your templates, follow the instructions appearing on your site just below the browse/download section. You will want to create a number of templates to take care of your formal reporting needs (e.g., quarterly and annual reporting).

As a simple example, a relevant MSWord document might contain the following information:

Once you have prepared your template, you can submit it to the system for processing: