Linking a Letter to A Report

You can choose to generate a letter for all clients who are included in a certain report. To do this you need to first indicate in the Letter Generator which report you wish to use. The report will then be run, allowing you to specify the Report Settings that you wish to use. Finally the letters will be opened in Microsoft Word from which you can print them out. If you are not using Word, a merge file is created for the clients in the report. You can then use this to manually mail-merge those clients' details into a letter using a different word processor.

Selecting A Report to Use

To select the report that you wish to use, click the Select Report button in the Letter Optionswindow. The Select Report window opens, from which you can choose your report. Selecting OK in the Select Report window returns you to the Letter Options window.

Specify a Default Report

You can make the current report the default associated with this letter type by ticking the Make this the default report for this letter box. This report will always be linked to this letter type in future. You can still select a different report using the Select Report button.

Previewing the Report

If you wish to preview a copy of the report before producing the letters, tick the Preview report before generating letter tick box. This will allow you to see which clients the letter will be generated for before proceeding.

Running the Report

Selecting the OK button with the Use the list of clients generated by the following report option selected will first run the specified report. You will need to specify the options you wish the report to use in the Report Settings window. When you select OK in the Report Settings window, the letters will be opened in Microsoft Word, from which you can print them out. If you are not using Word, a merge file will be produced for use with another word processor.