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Building and updating reports in MS Word with Acuite data
Building and updating reports in MS Word with Acuite data

Acuite integration with MS Word

David Speight avatar
Written by David Speight
Updated over a week ago

Acuite has an integration with MS Word that allows you to extract most of the insights available in Acuite and pull them into your MS Word document.  


When you insert a graph from Acuite once, the next time you want to produce the same report, just update the date range and new data will be pulled in from Acuite.


Download the Acuite MS Word add-in:

To use the add-in you will have to be an Acuite user.

Your company may install this plug-in centrally from a server, so get in touch with your IT team if you need help doing this. If you can install software on your computer yourself, you can use the link above to install it.

Acuite menu in MS Word:

Once the add-in is installed, you will see an Acuite menu in the menu ribbon.


Log into Acuite:

Click on the Acuite menu and press the Connect to Acuite button.  You will need to enter your email address and Acuite password.

You will then see the Acuite menu in the ribbon.

If you select any of these buttons:

it will open a menu on the right hand side of your document.


Build your document in MS Word as you usually would, inserting any text and formatting as usual.  

1. Select a project:

To insert the Acuite data, firstly select your project by clicking on the Select Project button.

Select the project from the dropdown list in the menu on the right.  Any projects that you can see in Acuite will be in this list.

2. Select the date range:

The date range selected will apply to the entire report.  You can override this in each of the widgets if you desire.    Whenever you refresh your report it will be updated with the date range selected.  

If you are updating a monthly report that has already been built using a dynamic date range such as 'Last Month', you will only need to press the Refresh Data button to update your previous report.

NOTE: do not add in any additional columns or text into the widgets in the document. When you refresh the data, the text will be deleted.

If you are building a new report, or adding additional widgets:

3. Insert your widgets into the document:

The menu on the right will show each of the KPI's. 

 Click on each KPI to choose a widget from the list, then click on a widget to insert in your document.

Most widgets have optional filters.  Press the Click to insert widget button in the document.

The widget will be inserted into the report.

You can save the document, and re-use the document as a template just by refreshing the data with new dates.  You can also use the report within your organisation as a standard template by selecting a new project and refreshing the data.

Note:  once a widget has been inserted, you can update the widget filters by clicking on the widget. The configuration panel will appear on the right of the document.

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