Enterprise Edition: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 
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.
| 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.
Click the “Save definition” icon to name your 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.
| Hint You can delete an element from the left-hand pane by selecting the element and pressing the “Del” key. |
| 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.
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
| 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.
