Enterprise Edition:CoPlannerReporting Mail merge: Difference between revisions
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Mail merge supports you to create reports. Mail merge allows to create a CoPlanner report automatically with your specifications and save it with different output formats. | |||
Start mail merge via mail merge button [[Image:Icon_Seriendruckassistent.jpg]] in the ribbon. | |||
==Mail merge assistant== | |||
An assistant guides you through the single steps. | |||
At the beginning the output format of the report has to be defined. These two options are available: | |||
:* One file per series item: For each mail merge element a single file is created. | |||
:* All series items in one file: A file is created which includes all mail merge elements. | |||
In the next step the format will be chosen in which the mail merge is exported. These output formats are available: | |||
:* Microsoft Excel | :* Microsoft Excel | ||
:* PDF | :* PDF | ||
:* HTML | :* HTML | ||
:* | :* Picture | ||
After choosing the destination a filter dimension has to be selected which is used to create the mail merge. | |||
After selection of the dimension the dimension is visible with all sub-elements. | |||
You choose working map and a filter which is used to create the mail merge. Choose all elements which you would like to have in the mail merge. | |||
[[Image:EE_SeriendruckDialog.png|thumb|center|Reporting, | [[Image:EE_SeriendruckDialog.png|thumb|center|Reporting, mail merge dialog]] | ||
After selection of these elements the dimension with all elements is showed. Choose all elements which you would like to have in the mail merge. | |||
[[Image:EE_Seriendruck_Filter.png|thumb|center|Reporting, | [[Image:EE_Seriendruck_Filter.png|thumb|center|Reporting, mail merge, filter]] | ||
Additionally, you have the possibility to save your current filter selection in a file to use it for further mail merges. | |||
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|[[Image:EC_FilterSpeichern.png]] | |[[Image:EC_FilterSpeichern.png]] | ||
| | |Using this button you can save the current element selection in the filter. Your selection will be saved as XML-File. | ||
|- | |- | ||
|[[Image:EC_FilterOeffnen.png]] | |[[Image:EC_FilterOeffnen.png]] | ||
| | |You can open your saved filter settings with this button and use it for the current mail merge. | ||
|} | |} | ||
After choosing your desired elements click "OK" to finish the mail merge. | |||
Latest revision as of 09:25, 31 May 2016
Mail merge supports you to create reports. Mail merge allows to create a CoPlanner report automatically with your specifications and save it with different output formats.
Start mail merge via mail merge button 
in the ribbon.
Mail merge assistant
An assistant guides you through the single steps.
At the beginning the output format of the report has to be defined. These two options are available:
- One file per series item: For each mail merge element a single file is created.
- All series items in one file: A file is created which includes all mail merge elements.
In the next step the format will be chosen in which the mail merge is exported. These output formats are available:
- Microsoft Excel
- HTML
- Picture
After choosing the destination a filter dimension has to be selected which is used to create the mail merge.
After selection of the dimension the dimension is visible with all sub-elements.
You choose working map and a filter which is used to create the mail merge. Choose all elements which you would like to have in the mail merge.
After selection of these elements the dimension with all elements is showed. Choose all elements which you would like to have in the mail merge.
Additionally, you have the possibility to save your current filter selection in a file to use it for further mail merges.
| Schaltfläche | Beschreibung |
|
Using this button you can save the current element selection in the filter. Your selection will be saved as XML-File. |
|
You can open your saved filter settings with this button and use it for the current mail merge. |
After choosing your desired elements click "OK" to finish the mail merge.
