Enterprise Edition:Mail Merge Wizard - Revision history

Admin at 07:29, 19 November 2010

2010-11-19T07:29:47Z

← Older revision		Revision as of 08:29, 19 November 2010
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	[[Category:Enterprise_Edition\|Mail Merge Wizard]]		[[Category:Enterprise_Edition\|Mail Merge Wizard]]
	[[Category:Reporting\|Mail Merge Wizard]]		[[Category:Reporting\|Mail Merge Wizard]]
			[[Category:User interface\|Mail Merge Wizard]]

	[[de:Enterprise_Edition:Seriendruck-Assistent]]		[[de:Enterprise_Edition:Seriendruck-Assistent]]

Admin at 13:03, 1 June 2010

2010-06-01T13:03:36Z

← Older revision		Revision as of 14:03, 1 June 2010
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	The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats.		The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services [[Enterprise_Edition:Management_Information\|reports]] according to your specifications and to save them in various output formats.
	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 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 wizard consists of three stages.		The wizard consists of three stages.

Admin at 06:52, 10 May 2010

2010-05-10T06:52:17Z

← Older revision		Revision as of 07:52, 10 May 2010
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	~~==Mail Merge Wizard==~~

	The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats.		The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats.
	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 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.
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	To launch the wizard, please click on the “Mail Merge Wizard” icon [[Image:Seriendruckassistent16.jpg‎]] in the CoPlanner reporting toolbar.		To launch the wizard, please click on the “Mail Merge Wizard” icon [[Image:Seriendruckassistent16.jpg‎]] in the CoPlanner reporting toolbar.

	===Step 1: Define mail merge===		==Step 1: Define mail merge==
	In the first step you can either define a new mail merge or select a previously defined and saved mail merge.		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.		If no mail merge was previously created, the option to select a saved mail merge will not be available.
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	The second step of the Wizard will now be launched.		The second step of the Wizard will now be launched.

	===Step 2: Select filter===		==Step 2: Select filter==
	In the second step, you select the filter for your batch and define the elements to be included in the mail merge.		In the second step, you select the filter for your batch and define the elements to be included in the mail merge.

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	The third step of the Wizard will now be launched.		The third step of the Wizard will now be launched.

	===Step 3: Output===		==Step 3: Output==
	In Step 3 you can choose the output type.		In Step 3 you can choose the output type.

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	The mail merge process will now be started and the reports will be created according to your specifications.		The mail merge process will now be started and the reports will be created according to your specifications.


			<br>__NOEDITSECTION__

			[[Category:Enterprise_Edition\|Mail Merge Wizard]]
			[[Category:Reporting\|Mail Merge Wizard]]

			[[de:Enterprise_Edition:Seriendruck-Assistent]]

Admin at 06:51, 10 May 2010

2010-05-10T06:51:01Z

← Older revision		Revision as of 07:51, 10 May 2010
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	The second step of the Wizard will now be launched.		The second step of the Wizard will now be launched.

	==Step 2: Select filter==		===Step 2: Select filter===
	In the second step, you select the filter for your batch and define the elements to be included in the mail merge.		In the second step, you select the filter for your batch and define the elements to be included in the mail merge.

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	The third step of the Wizard will now be launched.		The third step of the Wizard will now be launched.

	==Step 3: Output==		===Step 3: Output===
	In Step 3 you can choose the output type.		In Step 3 you can choose the output type.

Admin: Created page with '==Mail Merge Wizard== The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your…'

2010-05-10T06:50:44Z

Created page with '==Mail Merge Wizard== The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your…'

New page

==Mail Merge Wizard==

The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats.
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 wizard consists of three stages.
To launch the wizard, please click on the “Mail Merge Wizard” icon [[Image:Seriendruckassistent16.jpg‎]] in the CoPlanner reporting toolbar.

===Step 1: Define mail merge===
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.

[[Image:Mail Merge Wizard Define batch.jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: Define batch]]

{| {{Bausteindesign2}}
|-
|'''Input'''  Confirm your selection by clicking “Next”.''
|}

The second step of the Wizard will now be launched.

==Step 2: Select filter==
In the second step, you select the filter for your batch and define the elements to be included in the mail merge.

[[Image:Mail Merge Wizard Select filter.jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: Select filter]]

Click the “Save definition” icon to name your definition.

[[Image:Mail merge Wizard Save definition .jpg|thumb|center|Enterprise Edition, Mail merge Wizard: Save definition ]]

The definition will now be available for future use.
In the left-hand section of the pane, double-click on the elements you wish to select for inclusion in your report.

{| {{Bausteindesign1}}
|-
| '''Hint'''  You can delete an element from the left-hand pane by selecting the element and pressing the “Del” key.
|}

{| {{Bausteindesign2}}
|-
|'''Input'''  Confirm your selection by clicking “Next”.''
|}

The third step of the Wizard will now be launched.

==Step 3: Output==
In Step 3 you can choose the output type.

[[Image:Mail Merge Wizard Output.jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: Output]]

The “Export to file” option supports the following formats:
:*XML file with report data
:*CSV (comma-separated file)
:*TIFF file
:*Acrobat file (PDF)
:*Web archive
:*Excel

[[Image:Mail Merge Wizard File formats .jpg|thumb|center|Enterprise Edition, Mail Merge Wizard: File formats ]]

{| {{Bausteindesign2}}
|-
|'''Input'''  Confirm your selection by clicking “Finish”.''
|}

The mail merge process will now be started and the reports will be created according to your specifications.