Use Mail Merge in Report Elements

Use Mail Merge in Report Elements

The mail merge feature lets you mix static text with dynamic content from your data source inside a single control. This is useful for:

  • Adding prefixes/suffixes to data values
  • Concatenating multiple fields into one control
  • Creating templated text blocks using report data

Supported Controls for Mail Merge

Mail merge is supported in the following report controls:

  • Bar Code
  • Check Box
  • Label
  • Rich Text
  • Table Cell
  • Zip Code

How to Use Mail Merge

To embed dynamic content:

  1. Use the control’s in-place editor.
  2. Type your static text.
  3. Insert data field names using square brackets.

Example

‘Dear’+[Caller].[Name]+‘, we have solved your service call with ID:’+[ID]+’ with closure code ’+[Closure code]

This would result in:

Dear Doe, Jane, we have solved your service call with ID: 24 with closure code Solved

Mail merge in use

Mail merge provides a simple and flexible way to personalize and enhance the presentation of dynamic report content.

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