You can Merge Reports into Setup Letter Templates using a process similar to inserting Merge Fields.
Preparing Reports for Merge
Before inserting Merge Reports into any documents, ensure that you have Reports prepared for this purpose.
You would not typically merge an entire standard Report into a document, since some of the features will not work well in the body of an email, e.g. footers, headers, and shading.
You will most likely want to use specially edited Reports or snippets of Reports that have been designed with merging in mind:
•When merged into a document, a Report will be converted to .rtf, and will be continuous, i.e. without page breaks. Therefore, a Merge Report should be formatted in a way that converts well to .rtf, which is usually best done in tables.
•Pay particular attention to spacing and report width, which may need adjusting for merging purposes.
•Features that don't work well in emails - such as footers, headers, and shading - should typically be removed.
Once you have your Merge Reports prepared, you can insert them into Word Processor documents.
IMPORTANT: If you intend to send emails containing Merge Reports, ensure that your User Email Accounts have the Default Message Format set to "HTML".
Review Security Setup / Users / Create New User / Email Accounts. If your outgoing emails default to "Text", the tables and formatting of the Merge Report will be lost.
Inserting Merge Report
While editing the Setup Letter Template in the Word Processor, position the cursor where you want the Merge Report to be placed.
Go to the Insert tab, and click Report.
Figure 348: Inserting Report Merge Field
The Insert Merge Report dialog appears.
Select the Data Source you want to access for the merged Report, or leave the Datasource field blank if you want to use the record being merged as the data source.
From the Report drop-down, select the report you want to use, and click OK. Remember that you should use customized report or snippet that has been prepared for merging purposes.
Figure 349: Selecting Report to Merge
The report Field Code {DOCVARIABLE REPORT etc. ...} will appear in the document where the report will be merged in.
Figure 350: Merge Report Field in Letter Template
Continue editing the Letter Template as required, and save your changes.
Merged Report Results
Later, when you use this Setup Letter Template in a Communication, the Merge Report field will pull in the indicated report information for the relevant record.
As you see in the sample email below (displaying just the upper portion of the email), the Merge Report we selected earlier in the Setup Letter Template has been pulled into the body of the email.
Figure 351: Sample Email with Merged Report
