Any report, from any process — designed in Word.
Concatenate WordMerge Studio is an add-in for Microsoft Word. Lay out a report the way you would any document, pick each figure from real Insights data, then check and test it without leaving Word. WordMerge, Insights’ document engine, fills it with Insights data as Word and PDF — the period-end report, a meeting pack, a capital plan, a tenant letter, or any other report your processes make.
Any report, from any process in Insights.
Not just the period-end report. Every process in Insights makes its own reports, and Insights ships a starter template for each one — use it as it is, or make it yours in WordMerge Studio.
Period Reporting
The period-end report for an asset, an asset group and a portfolio, and an asset’s two-page asset summary.
Period Reporting → Asset watch & reviewReview Meetings
Meeting packs for an asset’s, an asset group’s and a portfolio’s review, with the scorecard and the agenda.
Review Meetings → Asset watch & reviewCalendar & Key Dates
A printed calendar for a property, an asset group or a portfolio — the dates and the kinds of dates you choose.
Calendar & Key Dates → Property operationsProperty Inspections
An inspection report for a completed walk, with its findings and photos.
Property Inspections → Property operationsProperty Profile
An asset spec sheet laid out for the building’s type: an office tower by floor, a retail property by unit, an industrial building with its bay plan.
Property Profile & Leasing → Asset performanceCapital Projects
A capital plan summary of open projects by stage, and a capital project summary: budget, spend, billing and changes.
Capital Projects → ReportingSustainability
A sustainability summary: certifications, audits, compliance reporting, the latest energy readings, benchmarks and tenant engagement.
ESG Reporting & Oversight → Asset performanceValuations & Mortgages
A valuation summary with its history, and a mortgage summary of the loans in force.
Debt & Valuation → Asset performanceArrears & Collections
An arrears summary and a tenant’s arrears summary, plus the letters: late payment notice, demand letter, default notice and statement of account.
Arrears & Collections →Pick every figure from real data.
Lay out the report as you would any Word document — your styles, your cover, your tables. Then put the cursor where a figure belongs and choose it from your data: WordMerge Studio writes the field for you and previews exactly what it prints.
- Testing data — add a data file once (sample data from Insights, or one of your own reports) and reuse it in every template.
- Field — search your data with a sample value beside every field, then choose the format: currency, numbers, percent, dates or rounding, and what to show when it’s blank.
- Which item? — from a list, take the first, the last, a number, the one where a field matches, or all of them.
- Sentence — your own words with values mixed in, read back with your data.
- Edit this — click into a field already in the template and it reopens, filled in. Only that one changes.
prints $9,842,310 — ready to Insert at cursor.
The parts that fill themselves.
Rows that repeat for every tenant, sections that appear only when they apply, the property photo and your logos, native Word charts — built from the pane, previewed with your data, and kept as ordinary text you can still edit by hand.
- Show / hide — select words, paragraphs or a table and show them only when a rule holds: “occupancy is more than 0.9”, “status is Active”.
- Table — one row per item, the columns you choose, a totals row and a row filter. Copy the look of any table already in the document.
- Repeat — paragraphs or a whole table, once for each item in a list.
- Picture — your company’s or the portfolio’s logo, or the property photo: stretched to the box, kept to its shape, or cropped to fill it.
- Chart — insert and style a Word chart, then bind it: one bar per item in a list, or fixed points. Binding changes the data, never the look.
| Tenant | Unit | Over 90 days | Balance |
|---|---|---|---|
| Acme Logistics | 1200 | $0 | $18,420 |
| Prairie Freight | 310 | $6,150 | $12,300 |
| Bow River Supply | 115 | $2,980 | $4,470 |
| Total | $9,130 | $35,190 |
Find the typo before your owner does.
Check the whole template reads the whole document and lists what would go wrong: fields that aren’t in your test data, sections that are never closed, and fields it can’t read — each with Show me. Test then fills the document you’re editing with your test data, in seconds, without saving or uploading anything.
- Merged cleanly, or Merged with notices and the list of fields that came out blank — with how many places each is used and how many blanks it left.
- Help me fix… suggests the fields you probably meant, with the value each would print, and changes only the fields that failed.
- Open the merged document to check the real layout. Running a test never changes your template.
Start from Insights’ own — or bring yours.
Insights ships a template for every report it makes: the period-end reports and asset summary, meeting packs, calendars, inspection reports, each process’s summaries and the tenant letters. Use them as they are, or download one as the starting point for your own. Concatenate can build your templates for you, or your team builds them in WordMerge Studio — and the Word templates you already have can be brought over.
- Data Types, under Application Settings → Report Management, shows what each kind of template is made from, grouped by the process that makes it, with sample data to build against.
- Every data type carries your company’s and the portfolio’s logos, in light and dark versions, and a photo of the property or portfolio.
- Your templates are offered beside the starters. Once yours is ready, an administrator can archive the starter — and it comes back on its own if yours is later archived or removed.
- The tenant letters are starters too: have your counsel approve your own wording and add it as your template.
From template to the official copy, inside Insights.
Templates live in Insights beside the data they’re made from. Generate a report where you work, keep every version, and send the final one with what supports it.
Templates in one place
Managed under Report Management → Templates. Upload your own as private (“Mine”); an administrator can promote it for everyone, or archive one. Replace keeps its name. Each template says what it’s made from, and can recommend the document category it files under.
Generate where you work
Generate document on the Documents page, or Generate report on a process’s Reports tab: pick the report and template, then Word, PDF or both. Nothing downloads — it’s kept in the list to open, preview or send.
Draft, final, official
Generated before publishing, a report says DRAFT in its name and carries a Draft tag. Generate the final version, then Mark official: it’s kept for good, and Official only finds it again. The drafts can go in one step.
Documents by process
Documents lists every report by the process that made it — period-end reports, calendars, spec sheets, capital and arrears summaries — with how many each has made. Search by property, template or file name.
Report packages
Bundle a report with its supporting documents as a ZIP or one combined PDF, with a contents page if you want one, in the order you drag them into. Packages are kept with the report. Documents are kept two years by default, official ones for good.
PDFs, side by side
WordMerge makes the PDFs. For the rare, very complex report whose custom fonts need a pixel-perfect layout, a template can use a premium PDF option — and Compare shows the two PDFs side by side so you can choose.
Deployed from your Microsoft 365 admin center.
Your Microsoft 365 administrator adds WordMerge Studio under Integrated apps for the people who build templates — about ten minutes, with nothing installed on anyone’s computer. It appears as a WordMerge Studio button on Word’s Home tab, in Word for Windows, Mac and the web, and Concatenate keeps it up to date.
- The open document only — it reads and changes the document it’s opened in. No Microsoft Graph access, and it never signs anyone in to Microsoft.
- Nothing kept — a document sent for a test is kept only while it’s processed.
- Private test data — kept with its author’s own access key; no other customer’s key can read it.
- Keys that expire — each author’s key has an expiry date and is stored in Word on their computer, never inside a document.
See a report built in Word.
A 30-minute walkthrough: a starter template opened in WordMerge Studio, a field and a table added from real data, a test, and the report generated in Insights.