| Select Reports ==> Custom Reports ==> Custom
Detail Reports from the main menu.
Click the New Report button.
Select "Mail Merge File" from the "Output
To" dialog and enter a file name. The file name must
end with ".CSV". If you leave the suffix blank,
Tally-Up! will add it for you.
In the "Columns" page of the Custom Report Designer,
select these fields:
Name, Full /w Title
Name, First (No MI)
Address Line 1 (New)
Address Line 2 (New)
Address Line 3 (New)
Grand Total Costs
|
Click the OK button. The report will be written
to the file you specified and Tally-Up! will ask if you want to
view the file. It is not necessary to view it, but if you
elect to do so, you will see something like this
EmployeeName,FirstName,NewAddrLine1,NewAddrLine2,NewAddrLine3,GrandTotAlCosts
"Dianne E. Anderson","Dianne","2009
Stonebrook Court","","Mobile AL
36695","$10,100.00"
|
Next, The Microsoft Word Part
Open Microsoft Word and create this new document.
Dear
You might be interested to know that your move cost the
company a total of . That's a heck of a lot of money,
don't you think? Sure hope you're worth it.
Very Truly Yours,
Relocation Manager |
Click the "Open Data Source" Toolbar button, seen
here in blue
Enter the path and name of the file you created in
Tally-Up!
Put your typing cursor in the upper left of the
document and click the "Insert Merge Fields" Toolbar
button, seen here in blue
This dialog will appear:
Highlight EmployeeName and click the Insert
button. The word «EmployeeName» will be placed in the
document where your typing cursor was located.
Place the typing cursor on the next line and
insert NewAddrLine1 from the list.
Continue inserting all the fields until your
document looks like this:
«EmployeeName»
«NewAddrLine1»
«NewAddrLine2»
«NewAddrLine3»
Dear «FirstName»:
You might be interested to know that your move cost the
company a total of «GrandTotAlCosts». That's a heck of a
lot of money, don't you think? Sure hope you're worth it.
Very Truly Yours,
Relocation Manager
|
Finally, click the "Merge to New
Document" Toolbar button, seen here in blue
This dialog will appear
Select "All" and click the OK
button. You should see something like this:
Dianne E. Anderson
2009 Stonebrook Court
Mobile AL 36695
Dear Dianne:
You might be interested to know that your move cost the
company a total of $10,100.00. That's a heck of a lot of
money, don't you think? Sure hope you're worth it.
Very Truly Yours,
Relocation Manager
|
|