388 Calyx Software
Reports
Click Create New to create a new custom form.
6 To link multiple items, repeat Step 1 through Step 5 for each item.
Editing a link to a mail merge document
To edit a link to a mail merge document:
1 In the mail merge section in the
Report and Marketing | Template screen, select
the document that you want to edit.
2 Click Edit Link... to open the
Market Document and Options dialog box.
3 Select a form from the list and click Edit. Make the necessary changes to the links or
fields.
4 Click Save and Close when finished editing and click OK.
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.
•Font
•Row Colors
• Grid Color
• Auto Size Rows
• Auto Size Columns
• Headers and Footers
Tip
It is possible to link to multiple items. For example, you can link to a letter
and an address label.
Related information
For more information about creating custom forms, see Custom forms,
on page400.
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