Mail Merge Report

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Create a document layout by using the rich text editing tools, or open an existing document in one of the supported third-party formats.

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Specify which data source will be used for mail merge. To do this, click the Data Source button on the Data Tools: Mail Merge tab of the main toolbar and select the required data source in the invoked drop-down list.

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Alternatively, right-click the required data source in the Data Explorer and select Use For Mail Merge in the invoked drop-down menu.

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To insert data fields into the document, drag-and-drop data fields from the Data Explorer onto the Design Surface.

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Activate the Highlight Fields option from the View tab of the main toolbar to highlight all mail merge fields in a document.

This allows you to easily distinguish between dynamic and static content.

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To insert a detail report part, drag-and-drop fields from a subordinate node of the data source. Fields of a nested level of a mail-merge data source are inserted into a template as columns of a List.

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The Snap mail merge document is now ready. To view the result, click the Finish & Merge button in the Mail Merge tab of the main toolbar, and select Print Preview… in the invoked drop-down menu.

In the invoked Export Range dialog, select All records and click OK.

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