In addition to regular reports, it also possible to create mail merge reports in Planon ProCenter . When mail merging, you combine a Planon report definition with a template *.rtf, *.doc, *.docx or *.html file.

This means that apart from a report definition, created in Planon ProCenter , you also need a *.html file, *.rtf file, *.doc file or *.docx file that includes special merge codes, created in Microsoft Word. The template file may represent any type of document, from a job ticket, to a quotation, to a letter of acknowledgment. The merge codes included in your *.html, *.rtf, *.doc or *.docx template should consist of the exact Planon field codes placed between characters representing angle brackets (&lt; and &gt;). The merge codes included in your *.doc, *.rtf or *.docx template should consist of the exact Planon field codes placed between angle brackets (“<” and “>”).

In a similar way, subreports can be also included in mail merge reports using square brackets (“[“ and “]”). When mail merge reports are finally generated (printed or exported), the merge codes in your template file are replaced with actual data from Planon ProCenter .

For more information on mail merge reports, see Creating Mail Merge Report Definitions.