Report Merge

This section covers report merge.

It is for combining multiple reports in one email.

It is used to merge Problem Hours, Items Delivered and Week on Week Process Times into the Dashboard email
(plus a couple of others).

It works by matching the email subject with the specified emails in the table.

   Report Merge

All existing email merges are displayed.

Delete an Existing Email Merge

To delete an existing email merge, click on the icon next to the row.

Add an Email Merge

To add a new email merge, click on the new button.



Select the customer, enter the merge template, choose the merge type then click the save button.

There are three merge types and relate to how email addresses are handled in the merge:



Recipients from primary report only.
Recipients common to all reports.
All recipients from all reports.

The process is as follows:

Select the Primary Report Name - this is the email that will have the secondary emails added to it as attachments.

Click on one or more reports listed in the Available Reports to be Merged listbox - they will appear in the Selected
Reports to be Merged listbox below.

To delete a report from the Selected Reports to be Merged listbox, click on the icon next to the name.

Each Selected Report Name is an actual report that will be converted to an html document and added as an
attachment to the primary email.

Each Selected Report Name requires a Sheet Name. This is the name of the html document that will be created
containing the merged report.

Click on the report name - it will appear in the Selected Report Name textbox.

Enter the Sheet Name and click on the update button.

The sheet name will appear next to the report name in the Selected Reports to be Merged listbox.

Edit an Existing Email Merge

To edit an existing email merge, icon next to the row.



Make changes as required and click on the save button to save the changes.