{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":17627,"path":"governance-risk-compliance/integrating-document-designer-with-bcm.md","title":"Generating reports using Document designer","bundle":null,"doc_type":null,"release":"australia","body":"\n# Generating reports using Document designer\n\nStarting with BCM release 9.0.x, the ServiceNow Document designer with Microsoft Word application \\(sn\\_grc\\_doc\\_design\\) is integrated with BCM. It enables you to generate customized reports of the business impact analyses \\(BIAs\\), business continuity plans \\(BCPs\\), and events in Microsoft Word format. This integration resolves the improper page breaks and truncated content that occasionally appeared in PDFs generated by the previous template.\n\n## Working with the application\n\nThe Document designer with Microsoft Word application offers a low-code solution, enabling you to configure different aspects of Microsoft Word documents without requiring extensive technical expertise. The templates offered by ServiceNow are designed to align with the company's brand guidelines, confirming consistent and professional documentation.\n\nUse Document designer with Microsoft Word to generate audit-ready reports for business impact analysis \\(BIAs\\), business continuity plans \\(BCPs\\), and events directly from your ServiceNow instance. Configure the Microsoft Word templates in the application to include specific data from the records, such as tables and columns, into the reports. Options include using predefined templates, customizing them with low-code implementation, or creating your own templates to meet your company's specific guidelines.\n\nYou can save these reports either within your ServiceNow instance or as cloud documents in Microsoft SharePoint.\n\n## Benefits of using the application in BCM\n\nThe Document designer with Microsoft Word application enables you to pull metadata, such as fields and related lists, from ServiceNow tables. It also enables you to add content blocks that repeat for each record in a table, for example, 10 blocks for 10 issues. Apply the templates to specific records and create reports in Microsoft Word format.\n\n## Workflow for configuring and managing the report templates\n\nTo configure and manage the report templates in the BCM application, complete the steps in the given sequence.\n\n\n
\n\nStep\n\n\n\nDescription\n\n
\n\nInstall the applications and assign the roles\n\n\n\nInstall the Document designer with Microsoft Word \\(sn\\_grc\\_doc\\_design\\) application and its dependent plugins. See [Install Document designer with Microsoft Word](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/install-document-designer-with-word-plugin.md) for more information.\n\n Administrative roles required to manage the templates are sn\\_grc\\_doc\\_design.admin and sn\\_bcm.admin. Managers with the sn\\_bcm.manager roles can generate the reports and save them in your ServiceNow instance or in the cloud \\(Microsoft Office 365\\).\n\n
\n\nSet up the template relationship registry\n\n\n\nSee [Set up the template configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/set-up-document-designer-templates.md) for more information.\n\n
\n\nConfigure data relationships, content configurations, and scripted variables\n\n\n\nConfigure data relationships in the templates so that they’re displayed in the Microsoft Word reports. See [Configure the data relationships](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/create-data-rel-fortemp-config.md), [Set up the content configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/create-content-config-for-temp-config.md), and [Define the scripted variables](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/create-scripted-vari-for-temp-config.md) for more information.\n\n
\n\nInstall the ServiceNow Document designer add-in\n\n\n\nInstall the add-in into your Microsoft Word document. See [Install the Document designer add-in](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/install-docu-designer-add-in-for-bcm.md) for more information.\n\n
\n\nUpload the newly created Microsoft Word template\n\n\n\nUpload the newly created Microsoft Word template in the **All** > **Business Continuity** > **General Administration** > **Word Templates**. Alternately, use a predefined template provided in the BCM instance to generate the reports in Microsoft Word format.\n\n
\n\nGenerate the BIA, BCP, and event reports of the records\n\n\n\nGenerate the BIA, BCP, and event reports of the records in the Business Continuity Workspace and save them in your ServiceNow instance or in the cloud. See [Generate reports for BIAs, BCPs, and events](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/generate-word-doc-of-bia-bcp-event.md) for more information.\n\n
## Downloading it as an optional application\n\nThe Document designer with Microsoft Word application is optional. You can use the existing BCM functionality of generating the PDFs of BIAs, BCPs, and exercises. You can also use the Document designer with Microsoft Word application to generate Microsoft Word documents. You must manually download and install it from the ServiceNow Store.\n\nThe Document designer with Microsoft Word application has dependencies on these applications:\n\n- Data registry \\(sn\\_data\\_registry\\), 19.1.0\n- Microsoft 365 for ServiceNow Reporting \\(sn\\_esg\\_msoff\\_intg\\), 20.0.1\n- Microsoft Office 365 add-in \\(sn\\_office\\_addin\\)\n\n## Recommended release version\n\nA few limitations on the number of columns and content blocks that can be configured may affect the usability with extensive data requirements. To use the Document designer with Microsoft Word application, you must be on Xanadu release, patch 8 or later.\n\n## Troubleshooting information\n\nIf you encounter any issues with Microsoft Word Add-in, check these parameters:\n\n- Confirm that you have the latest version of the add-in installed.\n- Check ServiceNow instance URL and credentials.\n- Confirm that you have the necessary permissions to access the Document designer application.\n\nWith these steps, you can effectively use the ServiceNow Document designer with Microsoft Word Add-in to create and manage documents in your ServiceNow instance.\n\n"}}