Enterprise Edition:CoPlannerReporting Mail merge

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.

Zu Beginn muss definiert werden, wie der Bericht ausgegeben werden soll. Hierfür stehen 2 Möglichkeiten zur Verfügung:

• Eine Datei pro Serienelement: Es wird für jedes Serienelement eine eigene Datei erzeugt.
• Alle Serienelemente in einer Datei: Es wird eine Datei erzeugt die alle Serienelemente beinhaltet.

At the beginning the output format of the report has to be defined. These formats are available:

• Microsoft Excel
• PDF
• 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.

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.

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.

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.