Microsoft Tools · MIC-43

Reports, Theses and Manuals with Microsoft Word

Reports, Theses and Manuals with Microsoft Word is a course in producing long academic documents in Word, from page setup, styles and automatic chapter numbering to per-chapter headers, equations, captions, tables of contents, indexes and bibliographies. It suits students writing theses, lecturers writing textbooks and administrative staff, and you leave with a reusable report template.

Updated
From 7,650 THB / person 8,500 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Reports, theses, textbooks and manuals are long documents that must follow strict formatting rules: margins, fonts, chapter numbering, headers that change from chapter to chapter, separate page numbering for the front matter and the main text, a table of contents, lists of tables and figures, and a bibliography. Formatted by hand, every addition or move means renumbering pages and figures across the whole document, and when several people write different chapters the formatting rarely matches.

This course teaches you to produce long academic documents systematically with Word in Microsoft 365: setting up pages for binding, choosing fonts, using styles and automatic heading numbers, separating headers and page numbers with sections, adding equations, pictures, tables, captions and cross-references, building a table of contents, index and bibliography that update in one click, then assembling the document, reviewing it with your supervisor or manager and exporting it to a PDF with bookmarks. You leave with a reusable report template (2 days, 6 hours per day, 12 hours in total, Intermediate level).

What you’ll gain

  • Set up pages and the Word window for reports, theses, textbooks and manuals to your institution's or organisation's requirements
  • Choose fonts and use styles to show the level of each part of the content consistently across the document
  • Link chapter and heading numbers automatically and use sections to give each chapter its own headers, footers and page numbers
  • Create a template that stores page setup, styles and headers for reuse
  • Insert equations, pictures, tables and diagrams with captions and cross-references that renumber themselves
  • Build automatic tables of contents, lists of tables and figures, an index and a bibliography
  • Combine chapters from several files, review with others and export to a PDF with heading bookmarks

Who this course is for

  • University and school students writing reports, independent studies or theses
  • Lecturers and academics writing textbooks, teaching materials or research papers
  • Administrative and graduate school staff who prepare or check document formatting
  • People who produce operating manuals and technical documents in their organisation or IT team

Prerequisites

  • Able to use Word for everyday work, such as typing, formatting and saving files
  • Able to use left, right, first-line and hanging indents
  • Able to use tables and basic automatic numbering
  • Learners may bring their institution's format guide or a draft of their own document for the workshop (no confidential data)

Curriculum

Course Details

This is the 2026 edition of the Reports, Theses and Manuals with Microsoft Word course. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with a lab in every topic, at Intermediate level. It keeps the core content on page setup, fonts, styles, sections, headers, templates, equations, captions, tables of contents, indexes and bibliographies, updates every procedure for Word in Microsoft 365, and adds LaTeX equation input, the StyleRef field, PDF and PDF/A export with bookmarks, shared review and the Accessibility Checker. Learners take home a report template, practice files with answers and a format checklist.

Day 1 Planning the Document, Styles and Sections

Section 1: Lab: Planning the Document and Page Setup

  • Reading your institution's or organisation's format guide and turning it into Word settings
  • Paper size, margins, gutter and mirror margins for double-sided printing and binding
  • Setting up the window for long documents: Show/Hide ¶, the Navigation Pane, Draft and Focus
  • Lab: set up a thesis page to a sample guide and save it as the default

Section 2: Lab: Choosing Fonts for Each Level of Content

  • Choosing fonts for chapter titles, headings and body text that read well
  • Size, bold and spacing that show readers which text matters more
  • Thai and English fonts in the same paragraph, and setting the document's default font
  • Lab: plan the type hierarchy for one chapter of a report to match the guide

Section 3: Lab: Styles for Academic Documents

  • Heading 1 to Heading 4 for chapter titles, main headings and subheadings
  • Modify Style, Based on and Style for following paragraph
  • Styles for body text, quotations, lists and table text
  • The Style Inspector, Reveal Formatting and clearing manual formatting
  • Lab: format the whole of chapter 1 with styles instead of paragraph by paragraph

Section 4: Lab: Automatic Chapter and Heading Numbers

  • A multilevel list linked to headings: Chapter 1, 1.1 and 1.1.1
  • Choosing Thai or Arabic numerals and the spacing after numbers to match the required format
  • Outline View and the Navigation Pane for promoting, demoting or moving whole headings
  • Lab: number every chapter and subheading in a report without typing a single number

Section 5: Lab: Sections, Headers and Page Numbers

  • Next Page and Odd Page section breaks for starting a new chapter
  • Different First Page, Different Odd & Even Pages and Link to Previous
  • Thai letter or Roman numeral page numbers for the front matter, restarting at 1 for the main text
  • The StyleRef field to show the chapter title in the header automatically
  • Lab: chapter title on odd pages, document title on even pages and no header on the first page of a chapter

Section 6: Lab: A Report Template

  • Saving page setup, styles, heading numbers and headers in a template (.dotx)
  • Cover, approval and preface pages with Quick Parts
  • Content controls for the title, author and academic year
  • Lab: build a thesis or manual template for your organisation and share it with your team
Day 2 Equations, References, Contents and Final Delivery

Section 7: Lab: Pictures, Tables, SmartArt and Charts

  • Placing pictures In Line with Text so they do not move when you edit
  • Long tables across pages with a header row repeated on every page
  • SmartArt for cycle diagrams, organisation charts and process steps
  • Lab: add an Excel chart and SmartArt to a results chapter

Section 8: Lab: Mathematical and Scientific Equations

  • Inserting equations with Alt+= and choosing UnicodeMath or LaTeX input
  • Switching between Professional and Linear views with Ctrl+= and Ctrl+Shift+=
  • Adjusting equation fonts and size, and writing equations by hand with Ink Equation
  • Lab: centre an equation on the line with its number aligned to the right

Section 9: Lab: Captions and Cross-references

  • Creating Thai labels for figures and tables with the chapter number in front
  • Caption position for tables and figures to match the guide, and the Caption style
  • Cross-references to figures, tables, equations and headings
  • Lab: move a figure to another chapter and update fields so all numbers are correct

Section 10: Lab: Tables of Contents, Footnotes and Indexes

  • A custom table of contents and choosing the heading levels it shows
  • Lists of tables and figures with Table of Figures
  • Footnotes and endnotes for extra explanation
  • Mark Entry, AutoMark from a word list file and Insert Index
  • Lab: build the table of contents, lists of tables and figures and the index for the document

Section 11: Lab: Citations and Bibliographies

  • Insert Citation, the Source Manager and choosing a style such as APA
  • What to know when your institution's style differs from the styles built into Word
  • An overview of reference managers that work with Word, such as Zotero
  • Lab: cite sources in the text and build the bibliography at the end

Section 12: Workshop: Assembling, Reviewing and Exporting

  • Combining chapters from several files with Text from File, and the pitfalls of master documents
  • Track Changes, comments and Compare when your supervisor or manager reviews the document
  • Creating presentation slides from the heading outline with Slides from Outline in PowerPoint
  • Workshop: export to PDF or PDF/A with bookmarks and check with the Accessibility Checker

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

How do you create an automatic table of contents in Word?

Apply the Heading 1, Heading 2 and Heading 3 styles to chapter titles, main headings and subheadings. Place the cursor on the contents page and choose References then Table of Contents, or Custom Table of Contents if you need to set the levels or format yourself. For lists of tables and figures, add captions with Insert Caption first, then use Insert Table of Figures. When the content changes, click the table and choose Update Table or press F9, and page numbers and headings update automatically.

What are section breaks in Word for, and how do you give each chapter its own header?

A section break divides a document into parts that can each have their own page setup, headers, footers and page numbering. Insert a Next Page or Odd Page section break at the start of each chapter and turn off Link to Previous in the new chapter's header, or use the StyleRef field to pull the chapter title from the Heading 1 style so you do not have to type it for every chapter. Use Page Number Format to number the front matter in Roman numerals or Thai letters and restart at 1 for the main text.

How do you add citations and a bibliography in Word?

On the References tab, choose a citation style such as APA in the Style box. Place the cursor where you cite, choose Insert Citation and Add New Source, and enter the source details. Next time you can pick it from the list, and you can manage all sources in Manage Sources. When you finish writing, place the cursor on the bibliography page and choose Bibliography. If your institution requires a style that Word does not include, check the entries yourself or use a reference manager that works with Word. To refer to figures or tables in the text, use Cross-reference.

Can I type equations in Word with LaTeX?

Yes. Word in Microsoft 365 supports linear equation input in both UnicodeMath and LaTeX. Press Alt+= to insert an equation, choose LaTeX on the Equation tab and type commands such as \frac{a}{b}, then press Ctrl+= to show the built-up Professional form or Ctrl+Shift+= to return to the linear form. The course also practises numbering equations and referring to them in the text.

Who is the Reports, Theses and Manuals with Microsoft Word course for, and what should I know beforehand?

It suits students writing reports or theses, lecturers and academics writing textbooks, administrative and graduate school staff who check document formatting, and people who produce manuals in their organisation. You should be able to use Word for everyday work and handle indents, tables and basic automatic numbering. Unlike the Advanced Microsoft Word course, which covers general document work, this course focuses on producing long academic documents from start to submission.

Can the Reports, Theses and Manuals with Microsoft Word course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as a thesis template that follows your institution's guide or an operating manual template in your organisation's required format. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.

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