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Reports
Click Create New to create a new custom form.
To link multiple items, repeat
6
Editing a link to a mail merge document
To edit a link to a mail merge document:
In the mail merge section in the
1
the document that you want to edit.
Click Edit Link... to open the
2
Select a form from the list and click Edit. Make the necessary changes to the links or
3
fields.
Click Save and Close when finished editing and click OK.
4
Unlinking a link to a mail merge document
To break the link with a mail merge document:
Click Unlink.
The document is no longer linked to the template and can be linked to a different mail
merge document.
Manipulating report output
After a report is generated you can manipulate the output.
Manipulating reports in Point Report Viewer
After a report is output to the Point Report Viewer, you can format the report, create data
filters, sort data, subtotal the columns, and save or export the report.
Formatting Point Report Viewer reports
You can format the following aspects of a report that was output in Point Report Viewer
format.
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388
It is possible to link to multiple items. For example, you can link to a letter
and an address label.
For more information about creating custom forms, see
on page 400.
Font
Row Colors
Grid Color
Auto Size Rows
Auto Size Columns
Headers and Footers
Tip
Step 1
through
Step 5
for each item.
Report and Marketing | Template
Market Document and Options
Related information
screen, select
dialog box.
Custom
forms,
Calyx Software
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