Auto or one click Word doc macro to run 3 different reports

K

kokapellie1

New Member
Joined
May 24, 2019
Messages
4
Hi All,
I normally would not come here, but sadly am now at the deadline and running this as it is does not work. I am trying to get this to auto run on open or just click the Get Report button once to run all three reports f possible.

Code: 
[Private Sub CboReportName_Change()

End Sub
Private Sub Document_Open()
    CboReportName.AddItem "Report E"
    CboReportName.AddItem "Report F"
    CboReportName.AddItem "Report G"
End Sub
Private Sub GetReport_Click()
Dim rgePages As Range
Dim oRng As Word.Range
SavePath = "[URL="file://\\nfpgshare-1.edwardjones.com\export\insurance_annuity_operations\Insurance_Operations\Internal_Operational_Reports\Insurance_Operations_Team\Daily_Transmittals"]XXXXXXX\Daily_Transmittals[/URL]"
'SavePath = "C:\Temp\Mark"
  
Application.ScreenUpdating = False
Select Case CboReportName
    Case "Report E"
        ReportToOpen = "INS050E.txt"
        ReportTrailer = "Life"
    Case "Report F"
        ReportToOpen = "INS050F.txt"
        ReportTrailer = "Disability"
    Case "Report G"
        ReportToOpen = "INS050G.txt"
        ReportTrailer = "LTC"
End Select
Documents.Open FileName:="XXXXXXXX" & ReportToOpen
'Documents.Open FileName:="C:\Temp\Mark" & ReportToOpen
        
        
    With ActiveDocument.Styles(wdStyleNormal).Font
        If .NameFarEast = .NameAscii Then
            .NameAscii = ""
        End If
        .NameFarEast = ""
    End With
    
    With ActiveDocument.PageSetup
        .LineNumbering.Active = False
        .Orientation = wdOrientLandscape
        .TopMargin = InchesToPoints(0.92)
        .BottomMargin = InchesToPoints(0.92)
        .LeftMargin = InchesToPoints(1)
        .RightMargin = InchesToPoints(1)
        .Gutter = InchesToPoints(0)
        .HeaderDistance = InchesToPoints(0.5)
        .FooterDistance = InchesToPoints(0.5)
        .PageWidth = InchesToPoints(11)
        .PageHeight = InchesToPoints(8.5)
        .FirstPageTray = wdPrinterDefaultBin
        .OtherPagesTray = wdPrinterDefaultBin
        .SectionStart = wdSectionNewPage
        .OddAndEvenPagesHeaderFooter = False
        .DifferentFirstPageHeaderFooter = False
        .VerticalAlignment = wdAlignVerticalTop
        .SuppressEndnotes = False
        .MirrorMargins = False
        .TwoPagesOnOne = False
        .BookFoldPrinting = False
        .BookFoldRevPrinting = False
        .BookFoldPrintingSheets = 1
        .GutterPos = wdGutterPosLeft
        .LayoutMode = wdLayoutModeDefault
    End With
    Selection.WholeStory
    Selection.Font.Size = 8
    Selection.MoveUp unit:=wdLine, Count:=1
    
    
    'insert breaks 5/25/2018
    Selection.EndKey unit:=wdStory
    With ActiveDocument.Content.Find
    Do While .Execute(FindText:="1RUN", Forward:=False, _
                Format:=True) = True
            With .Parent
            .Select
            .StartOf unit:=wdParagraph
            .Collapse Direction:=wdCollapseEnd
            .InsertBreak (wdPageBreak)
            'Selection.MoveDown unit:=wdpage, Count:=1
            End With
        Loop
        End With
 '*****************************
        
 ActiveDocument.Repaginate
j = ActiveDocument.BuiltInDocumentProperties(wdPropertyPages)
For i = j To 1 Step -1
    NotEmpty = True
    Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:=CStr(i)
    Selection.GoTo What:=wdGoToBookmark, Name:="\page"
    If Selection.Characters.Count < 3 Then
        NotEmpty = False
        For Each c In Selection.Characters
            If Asc(c) > 13 Then
                ''Possibly not empty
                NotEmpty = True
            End If
        Next
    End If
    If NotEmpty = False Then
        Selection.Delete
    End If
Next
        
        
        
    '*************************************
        
        
        
        
        
        
    'highlight DEEBIT: Y
    'go to beginning
    Selection.HomeKey unit:=wdStory
    
    With ActiveDocument.Content.Find
    .ClearFormatting
    
        Do While .Execute(FindText:="DEBIT: Y", Forward:=True, _
                Format:=True) = True
            With .Parent
                .HighlightColorIndex = wdYellow
            End With
        Loop
    End With


Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:="1"
'remove empty lines from the beginning of the report
Do
  
    Selection.EndKey unit:=wdLine, Extend:=wdExtend
    If Len(Selection) > 2 Then Exit Do
    Selection.Delete
  
Loop
'remove end of report lines
Set oRng = ActiveDocument.Range
With oRng.Find
.Text = ">>"
While .Execute
oRng.Paragraphs(1).Range.Delete
Wend
End With

ActiveDocument.Repaginate
TotalPages = ActiveDocument.BuiltInDocumentProperties(wdPropertyPages)

Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:="1"
Selection.MoveDown unit:=wdLine, Count:=3
    Selection.MoveRight unit:=wdCharacter, Count:=40, Extend:=wdExtend
    StartPage = Selection.Information(wdActiveEndPageNumber)
    Vendor1 = Trim(Selection.Text)
    
For i = 1 To TotalPages
    Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:=i
    'verify the first word is RUN otherwise goto next page
    Selection.MoveRight unit:=wdWord, Count:=1, Extend:=wdExtend
        PageVerify = Selection.Text
    Selection.MoveLeft unit:=wdWord, Count:=1, Extend:=wdExtend
    If PageVerify = "1RUN" Then
    
    Selection.MoveDown unit:=wdLine, Count:=3
    Selection.MoveRight unit:=wdCharacter, Count:=40, Extend:=wdExtend
    Vendor2 = Trim(Selection.Text)
        If Vendor1 <> Vendor2 Or i = TotalPages Then
            If i = TotalPages Then
                EndPage = i
            Else
                EndPage = i - 1
            End If
            Selection.GoTo What:=wdGoToPage, Which:=wdGoToAbsolute, Count:=StartPage
            Set rgePages = Selection.Range
            Selection.GoTo What:=wdGoToPage, Which:=wdGoToAbsolute, Count:=EndPage
            rgePages.End = Selection.Bookmarks("\Page").Range.End
               rgePages.Select
               rgePages.Copy
            
             Set docNew = Application.Documents.Add
             docNew.Bookmarks("\EndOfDoc").Range.Paste
             
             'format new document the same as the main document
             With ActiveDocument.PageSetup
                .LineNumbering.Active = False
                .Orientation = wdOrientLandscape
                .TopMargin = InchesToPoints(0.92)
                .BottomMargin = InchesToPoints(0.92)
                .LeftMargin = InchesToPoints(1)
                .RightMargin = InchesToPoints(1)
                .Gutter = InchesToPoints(0)
                .HeaderDistance = InchesToPoints(0.5)
                .FooterDistance = InchesToPoints(0.5)
                .PageWidth = InchesToPoints(11)
                .PageHeight = InchesToPoints(8.5)
                .FirstPageTray = wdPrinterDefaultBin
                .OtherPagesTray = wdPrinterDefaultBin
                .SectionStart = wdSectionNewPage
                .OddAndEvenPagesHeaderFooter = False
                .DifferentFirstPageHeaderFooter = False
                .VerticalAlignment = wdAlignVerticalTop
                .SuppressEndnotes = False
                .MirrorMargins = False
                .TwoPagesOnOne = False
                .BookFoldPrinting = False
                .BookFoldRevPrinting = False
                .BookFoldPrintingSheets = 1
                .GutterPos = wdGutterPosLeft
                .LayoutMode = wdLayoutModeDefault
            End With
            
    Selection.WholeStory
    Selection.Font.Size = 8
    Selection.MoveUp unit:=wdLine, Count:=1
    Selection.HomeKey unit:=wdStory
                         
  'insert divider
        With ActiveDocument.Content.Find
            .ClearFormatting
            
            Do While .Execute(FindText:="TOTAL NEW PURCHASE", Forward:=True, _
                    Format:=True) = True
                With .Parent
                     .Select
                      Selection.MoveDown unit:=wdLine, Count:=1
                    'Selection.TypeParagraph
                    Selection.Font.Size = 24
                    Selection.Font.Bold = True
                    Selection.Font.Color = wdColorRed
                    Selection.TypeText Text:= _
                     "____________________________________________"
                    Selection.TypeParagraph
                End With
            Loop
        End With
                       
              If Vendor1 = "" Then GoTo NoSave
             docNew.SaveAs SavePath & "" & Vendor1 & " " & ReportTrailer
NoSave:
             docNew.Close False
            
            StartPage = i
            Vendor1 = Vendor2
        End If
    End If
Next i



Application.ScreenUpdating = True
Documents(ReportToOpen).Close False
End Sub
]

Any help would be greatly appreciated!!
 

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Your Document_Open code never initialises your UserForm, which it should do before any of the CboReportName.AddItem lines.
 
Upvote 0
Macropod said:
Your Document_Open code never initialises your UserForm, which it should do before any of the CboReportName.AddItem lines.
Click to expand...

Ok so i added a

Private Sub UserForm_Initialize()

End sub

Not sure how that would help me run all the reports with one click.
 
Upvote 0
Of itself, that doesn't initialise your UserForm, whether when you open the document, or otherwise. You need to at least have a line of code like:
UserForm1.Show
in either your UserForm_Initialize sub (if you want to be able to run the userform manually), which you'd then call from your Document_Open sub, or as the first line in your Document_Open sub.
 
Upvote 0
OK I think have it se like you asked:

Code: 
Private Sub UserForm_Initialize()
UserForm1.Show
End Sub
Private Sub CboReportName_Change()

End Sub
Private Sub Document_Open()
UserForm1.UserForm_Initialize
    CboReportName.AddItem "Report E"
    CboReportName.AddItem "Report F"
    CboReportName.AddItem "Report G"
End Sub
Private Sub GetReport_Click()
Dim rgePages As Range
Dim oRng As Word.Range
SavePath = "[URL="file://\\nfpgshare-1.edwardjones.com\export\insurance_annuity_operations\Insurance_Operations\Internal_Operational_Reports\Insurance_Operations_Team\Daily_Transmittals"]\\nfpgshare-1.edwardjones.com\export\insurance_annuity_operations\Insurance_Operations\Internal_Operational_Reports\Insurance_Operations_Team\Daily_Transmittals[/URL]"
'SavePath = "C:\Temp\Mark"
  
Application.ScreenUpdating = False
Select Case CboReportName
    Case "Report E"
        ReportToOpen = "INS050E.txt"
        ReportTrailer = "Life"
    Case "Report F"
        ReportToOpen = "INS050F.txt"
        ReportTrailer = "Disability"
    Case "Report G"
        ReportToOpen = "INS050G.txt"
        ReportTrailer = "LTC"
End Select
Documents.Open FileName:="X:\insurance_annuity_operations\Processing_Team_Information\Life_Team_Information\Daily_transmittal" & ReportToOpen
'Documents.Open FileName:="C:\Temp\Mark" & ReportToOpen
        
        
    With ActiveDocument.Styles(wdStyleNormal).Font
        If .NameFarEast = .NameAscii Then
            .NameAscii = ""
        End If
        .NameFarEast = ""
    End With
    
    With ActiveDocument.PageSetup
        .LineNumbering.Active = False
        .Orientation = wdOrientLandscape
        .TopMargin = InchesToPoints(0.92)
        .BottomMargin = InchesToPoints(0.92)
        .LeftMargin = InchesToPoints(1)
        .RightMargin = InchesToPoints(1)
        .Gutter = InchesToPoints(0)
        .HeaderDistance = InchesToPoints(0.5)
        .FooterDistance = InchesToPoints(0.5)
        .PageWidth = InchesToPoints(11)
        .PageHeight = InchesToPoints(8.5)
        .FirstPageTray = wdPrinterDefaultBin
        .OtherPagesTray = wdPrinterDefaultBin
        .SectionStart = wdSectionNewPage
        .OddAndEvenPagesHeaderFooter = False
        .DifferentFirstPageHeaderFooter = False
        .VerticalAlignment = wdAlignVerticalTop
        .SuppressEndnotes = False
        .MirrorMargins = False
        .TwoPagesOnOne = False
        .BookFoldPrinting = False
        .BookFoldRevPrinting = False
        .BookFoldPrintingSheets = 1
        .GutterPos = wdGutterPosLeft
        .LayoutMode = wdLayoutModeDefault
    End With
    Selection.WholeStory
    Selection.Font.Size = 8
    Selection.MoveUp unit:=wdLine, Count:=1
    
    
    'insert breaks 5/25/2018
    Selection.EndKey unit:=wdStory
    With ActiveDocument.Content.Find
    Do While .Execute(FindText:="1RUN", Forward:=False, _
                Format:=True) = True
            With .Parent
            .Select
            .StartOf unit:=wdParagraph
            .Collapse Direction:=wdCollapseEnd
            .InsertBreak (wdPageBreak)
            'Selection.MoveDown unit:=wdpage, Count:=1
            End With
        Loop
        End With
 '*****************************
        
 ActiveDocument.Repaginate
j = ActiveDocument.BuiltInDocumentProperties(wdPropertyPages)
For i = j To 1 Step -1
    NotEmpty = True
    Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:=CStr(i)
    Selection.GoTo What:=wdGoToBookmark, Name:="\page"
    If Selection.Characters.Count < 3 Then
        NotEmpty = False
        For Each c In Selection.Characters
            If Asc(c) > 13 Then
                ''Possibly not empty
                NotEmpty = True
            End If
        Next
    End If
    If NotEmpty = False Then
        Selection.Delete
    End If
Next
        
        
        
    '*************************************
        
        
        
        
        
        
    'highlight DEEBIT: Y
    'go to beginning
    Selection.HomeKey unit:=wdStory
    
    With ActiveDocument.Content.Find
    .ClearFormatting
    
        Do While .Execute(FindText:="DEBIT: Y", Forward:=True, _
                Format:=True) = True
            With .Parent
                .HighlightColorIndex = wdYellow
            End With
        Loop
    End With


Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:="1"
'remove empty lines from the beginning of the report
Do
  
    Selection.EndKey unit:=wdLine, Extend:=wdExtend
    If Len(Selection) > 2 Then Exit Do
    Selection.Delete
  
Loop
'remove end of report lines
Set oRng = ActiveDocument.Range
With oRng.Find
.Text = ">>"
While .Execute
oRng.Paragraphs(1).Range.Delete
Wend
End With

ActiveDocument.Repaginate
TotalPages = ActiveDocument.BuiltInDocumentProperties(wdPropertyPages)

Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:="1"
Selection.MoveDown unit:=wdLine, Count:=3
    Selection.MoveRight unit:=wdCharacter, Count:=40, Extend:=wdExtend
    StartPage = Selection.Information(wdActiveEndPageNumber)
    Vendor1 = Trim(Selection.Text)
    
For i = 1 To TotalPages
    Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:=i
    'verify the first word is RUN otherwise goto next page
    Selection.MoveRight unit:=wdWord, Count:=1, Extend:=wdExtend
        PageVerify = Selection.Text
    Selection.MoveLeft unit:=wdWord, Count:=1, Extend:=wdExtend
    If PageVerify = "1RUN" Then
    
    Selection.MoveDown unit:=wdLine, Count:=3
    Selection.MoveRight unit:=wdCharacter, Count:=40, Extend:=wdExtend
    Vendor2 = Trim(Selection.Text)
        If Vendor1 <> Vendor2 Or i = TotalPages Then
            If i = TotalPages Then
                EndPage = i
            Else
                EndPage = i - 1
            End If
            Selection.GoTo What:=wdGoToPage, Which:=wdGoToAbsolute, Count:=StartPage
            Set rgePages = Selection.Range
            Selection.GoTo What:=wdGoToPage, Which:=wdGoToAbsolute, Count:=EndPage
            rgePages.End = Selection.Bookmarks("\Page").Range.End
               rgePages.Select
               rgePages.Copy
            
             Set docNew = Application.Documents.Add
             docNew.Bookmarks("\EndOfDoc").Range.Paste
             
             'format new document the same as the main document
             With ActiveDocument.PageSetup
                .LineNumbering.Active = False
                .Orientation = wdOrientLandscape
                .TopMargin = InchesToPoints(0.92)
                .BottomMargin = InchesToPoints(0.92)
                .LeftMargin = InchesToPoints(1)
                .RightMargin = InchesToPoints(1)
                .Gutter = InchesToPoints(0)
                .HeaderDistance = InchesToPoints(0.5)
                .FooterDistance = InchesToPoints(0.5)
                .PageWidth = InchesToPoints(11)
                .PageHeight = InchesToPoints(8.5)
                .FirstPageTray = wdPrinterDefaultBin
                .OtherPagesTray = wdPrinterDefaultBin
                .SectionStart = wdSectionNewPage
                .OddAndEvenPagesHeaderFooter = False
                .DifferentFirstPageHeaderFooter = False
                .VerticalAlignment = wdAlignVerticalTop
                .SuppressEndnotes = False
                .MirrorMargins = False
                .TwoPagesOnOne = False
                .BookFoldPrinting = False
                .BookFoldRevPrinting = False
                .BookFoldPrintingSheets = 1
                .GutterPos = wdGutterPosLeft
                .LayoutMode = wdLayoutModeDefault
            End With
            
    Selection.WholeStory
    Selection.Font.Size = 8
    Selection.MoveUp unit:=wdLine, Count:=1
    Selection.HomeKey unit:=wdStory
                         
  'insert divider
        With ActiveDocument.Content.Find
            .ClearFormatting
            
            Do While .Execute(FindText:="TOTAL NEW PURCHASE", Forward:=True, _
                    Format:=True) = True
                With .Parent
                     .Select
                      Selection.MoveDown unit:=wdLine, Count:=1
                    'Selection.TypeParagraph
                    Selection.Font.Size = 24
                    Selection.Font.Bold = True
                    Selection.Font.Color = wdColorRed
                    Selection.TypeText Text:= _
                     "____________________________________________"
                    Selection.TypeParagraph
                End With
            Loop
        End With
                       
              If Vendor1 = "" Then GoTo NoSave
             docNew.SaveAs SavePath & "" & Vendor1 & " " & ReportTrailer
NoSave:
             docNew.Close False
            
            StartPage = i
            Vendor1 = Vendor2
        End If
    End If
Next i



Application.ScreenUpdating = True
Documents(ReportToOpen).Close False
End Sub
 
Upvote 0
You can delete this tread I am going to need to find a different way to accomplish this sdl.. :( But thank you for your help...
 
Upvote 0
As I said, you need to have a line like:
UserForm1.Show
or a call to UserForm_Initialize in your Document_Open sub. Your line:
UserForm1.UserForm_Initialize
is not what I said you need. A call to UserForm_Initialize would be coded as:
Call UserForm_Initialize
and, in that case, your UserForm_Initialize sub would need the line:
UserForm1.Show
Obviously, then, having UserForm1.Show in your Document_Open sub is the simpler approach.
 
Upvote 0
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