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Something like a more detailed mail merge...how to do it?

  • August 30, 2014 at 10:29 pm

    #311159

    Hello all,

    I have a letter I'm creating for the company's clients to receive, very much like the typical mail merge. However, each client has a secondary set of data specific to them which is listed within their letter. Looks something like this:

    Joe Smith

    1234 5th Ave

    Anywhere, OH 45678

    Dear Joe,

    Generic letter text here...

    You were delinquent for the following trips:

    1/3/2014 5:30am 1234 5th Ave to 8765 4th Ave S

    1/6/2014 6:00am 1234 5th Ave to 8765 4th Ave S

    Please comply promptly.

    Thanks a bunch

    The Company

    So I created a list with the letter text inside it and added the client's mailing info in individual fields at the top of the list. The trick is, when I add the delinquent trip information at the bottom, after the generic letter text but still inside the list, it's generating multiple letters for each client rather than one letter with multiple delinquent instances.

    I tried putting the delinquent trips inside another list inside the original list. Also grouping the main list by the client name, but neither option did anything. Grouping the delinquent trip information in a list was a no-no as the tablix "has a detail member with inner members. Detail members can only contain static inner members". Even tried deleting the details row and moving the fields to another row to get around that issue but still no change in how it displays.

    I'm used to getting this done easily in Crystal and for whatever reason thought it would be equally easy to do in SSRS. Anyone out there have any suggestions on how I handle this?

    Where did I go wrong?

    Thanks

  • September 2, 2014 at 6:49 am

    #1742423

    Hi Tacy

    I don't know if I understand you correctly, but I think you only need to create a report, put a TABLE in it

    Then add a group for the CLIENT NAME and put all the "header" information of your letter in the group header

    Finally, add your delinquent trips in the detail section

    I hope this helps. If not, send us more information

    have a nice day!

  • October 16, 2014 at 11:45 am

    #1752933

    It would be nice to post create tables statements with sample data to see how your data is structured. What I am seeing / reading described is a final front end. Can you describe with t-Sql what you've done so far if this is still an issue?

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