The Mail Merge Wizard helps you to create a mail merge. The various steps of the Mail Merge Wizard will not be available unless the settings in the previous section are valid. In other words, the “Next” button will not be active until you have entered the correct settings.
The Mail Merge Wizard consists of four steps:
| Step 1:
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In the first step you can either define a new mail merge or select a previously defined and saved mail merge.
If no mail merge was previously created, the option to select a saved mail merge will not be available.
Confirm your selection by clicking “Next”.
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| Step 2:
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The second step consists of two actions if the option “Create a new definition” was selected in Step 1.
- Select the cell of the Excel worksheet that contains the filter cell (ElemSelect) which you want to use as your mail merge. Click on the ElemSelect button to activate cell selection.
- Next, select the desired cell and confirm your selection by pressing the Enter key on your keyboard
- If the selected cell is valid as the basis of a mail merge, a dropdown list containing elements will appear. Use the dropdown list to select the elements to be included in the mail merge
Confirm your selection by clicking “Next”.
To save your settings, click the  button. If the settings you entered are valid, a dialogue will appear in which you can name your definition. Assign a name to your definition and confirm by clicking “OK”. The name of this definition will now be available in Step 1 in the “Use saved definition” dropdown list. To ensure that the definition remains available after you reopen the report, please save your workbook after completing the mail merge.
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| Step 3:
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In Step 3 you can choose the output type.
- Workbook output: This means that a worksheet will be saved in a workbook for each element in the merge. To confirm this output type, you must state the name and location of the file in which you want to insert the worksheets. You can specify the location by clicking on the button.
- Multiple workbook output: A workbook will be created for each element in the merge. The workbook will contain a worksheet with the values of the mail merge element. To confirm this output type, you must specify the directory in which the workbooks for the mail merge will be saved. You can specify the directory by clicking on the button.
- Printer output: The worksheet will be printed for each mail merge element. The target printer will be the printer that is selected as the default printer in Microsoft Excel. Important: Before printing, please make sure that you have selected the correct print range.
When you have entered all the necessary settings, click “Finish” to start the mail merge. Click “Next >” to go to Step 4 (the summary).
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| Step 4:
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Step 4 is the summary, where you can review your chosen settings before starting the mail merge. If all your settings are correct, click “Finish” to start the mail merge.
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