Creating a Mail-Shot - Revision history

Abrown at 09:46, 20 February 2017

2017-02-20T09:46:37Z

← Older revision		Revision as of 10:46, 20 February 2017
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Abrown at 10:54, 28 October 2015

2015-10-28T10:54:06Z

← Older revision		Revision as of 11:54, 28 October 2015
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	{{#customtitle:Report Generator - Creating a Mail-Shot\|My Title}}		{{#customtitle:Report Generator - Creating a Mail-Shot\|My Title}}
			The below example is going to search for patients records with the surname 'Smith'.

			You will need to go through each tab, starting on the left. Below describes what you need to do at each step.

	== Search Tab ==		== Search Tab ==
			The Search Tab requires you to specify the criteria which you want to base your Report on.


	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMain.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMain.png</center>


	~~The Search Tab requires you to specify the criteria which you want to base your Report on.~~

	~~The default setting for the Search Tab, is to select ***ALL*** patient records.~~

	~~The below example is going to search for patients records with the surname 'Smith'.~~

	*First of all you need to select the correct table for the field you wish to include in your search.		*First of all you need to select the correct table for the field you wish to include in your search.
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	== Display Tab ==		== Display Tab ==
			The Display tab is where you need to select the data fields that you want the Report Generator to include within your report. In this example we are going to select the First Name, Surname, Date of Birth and Address1(first line of the address) fields.


	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplay.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplay.png</center>


	The Display tab is where you need to select the data fields that you want the Report Generator to include within your report. In this example we are going to select the First Name, Surname, Date of Birth and Address1(first line of the address) fields.

	*First of all you need to select the correct table for the field you wish to include in your reprot.		*First of all you need to select the correct table for the field you wish to include in your reprot.
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	== View Tab ==		== View Tab ==
			The View tab will now allow us to view our report.


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	~~The View tab will now allow us to view our report.~~
	*Click on the 'Show Data' button.		*Click on the 'Show Data' button.
	*Should the Report Generator find any results that meet your search criteria, your screen should now look something like this.		*Should the Report Generator find any results that meet your search criteria, your screen should now look something like this.
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	== Output Tab ==		== Output Tab ==
			The Output tab has various options that allows you to use your new custom report to good effect. The options, and sub options, are listed below.


	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorOutput.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorOutput.png</center>


	~~The Output tab has various options that allows you to use your new custom report to good effect. The options, and sub options, are listed below.~~

	*Printer - This will send your report direct to the printer defined in the Load/Save/Printer tab.		*Printer - This will send your report direct to the printer defined in the Load/Save/Printer tab.
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	*Email Mailshot - This will allow you to produce an electronic based Mail-Shot using a predefined MS Word template. (This Option is only available if you have the Email-SMS module licensed).		*Email Mailshot - This will allow you to produce an electronic based Mail-Shot using a predefined MS Word template. (This Option is only available if you have the Email-SMS module licensed).

			Now we have got a report generated you need to do the following:
	~~== Load/Save/Printer Tab ==~~


	~~<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorLoadSavePrinter.png</center>~~


	~~The Load/Save/Printer Tab allows you to Save a report, Load an existing report and set the printer.~~

	~~===Saving a Report===~~
	*Click on the Save button
	*Navigate to the location you wish to save your report. The default location is the Reports folder within the Optisoft Enterprise directory.
	*Give your report a name, in the file name text box.
	*Click Save.

	~~===Loading a report===~~
	*Click on the Load button
	*Navigate to the location of your saved report.
	*Either Double Click on your report, or Single Click to Highlight, and then click Load.



	~~In order to create a Mail-Shot you will first need a custom report to work with. Please see the Creating a New Report section of the [[Report Generator Module\|Report Generator]] help file.~~

	~~Once you~~ have got a report generated you need to do the following:
	*Click the Output tab.		*Click the Output tab.
	*Ensure Mailshot is selected.		*Ensure Mailshot is selected.
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	You need to navigate to wherever your saved Template is located, and Double Click on it.		You need to navigate to wherever your saved Template is located, and Double Click on it.

	At this point ~~depending on which Word Processor Output Option you selected~~, Optisoft Enterprise will ~~either send your mail merge directly to the printer, or~~ display a similar screen to the one above, asking you where you would like to saved your merged document.		At this point, Optisoft Enterprise will display a similar screen to the one above, asking you where you would like to saved your merged document.

	Once saved you can open the merged document, check the content and then print the document. There is also the option in MS Word to print your merged document in small batches, should you not wish to print a lot of letters in one go.		Once saved you can open the merged document, check the content and then print the document. There is also the option in MS Word to print your merged document in small batches, should you not wish to print a lot of letters in one go.

Abrown at 16:44, 27 October 2015

2015-10-27T16:44:40Z

← Older revision	Revision as of 17:44, 27 October 2015
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		== Load/Save/Printer Tab ==


		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorLoadSavePrinter.png</center>


		The Load/Save/Printer Tab allows you to Save a report, Load an existing report and set the printer.

		===Saving a Report===
		*Click on the Save button
		*Navigate to the location you wish to save your report. The default location is the Reports folder within the Optisoft Enterprise directory.
		*Give your report a name, in the file name text box.
		*Click Save.

		===Loading a report===
		*Click on the Load button
		*Navigate to the location of your saved report.
		*Either Double Click on your report, or Single Click to Highlight, and then click Load.

Abrown at 16:43, 27 October 2015

2015-10-27T16:43:50Z

← Older revision		Revision as of 17:43, 27 October 2015
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	Other than the requested information, the Report Generator will show you the total number of records displayed, and will also allow you to remove duplicated records, based on all the visible fields, by ticking the 'Show Unique Records' tick box.		Other than the requested information, the Report Generator will show you the total number of records displayed, and will also allow you to remove duplicated records, based on all the visible fields, by ticking the 'Show Unique Records' tick box.


			== Output Tab ==


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorOutput.png</center>


			The Output tab has various options that allows you to use your new custom report to good effect. The options, and sub options, are listed below.

			*Printer - This will send your report direct to the printer defined in the Load/Save/Printer tab.
			*Mailshot
			** Summary Report - This will send your report to MS Word and then allow you to print or save the report as a MS Word Document on the PC.
			** Mail Merge - This will allow you to produce a paper based Mail-Shot using a predefined MS Word template. See [[Creating a Mail-Shot\|Creating a Mail-Shot]].
			*File - This will allow you to save your report as a CSV(Comma Separated Variable) file for use with other applications such as MS Excel.
			*Viewer - This option will send your report to a Document Viewer, such as MS Document Writer.
			*Email Mailshot - This will allow you to produce an electronic based Mail-Shot using a predefined MS Word template. (This Option is only available if you have the Email-SMS module licensed).

Abrown at 16:43, 27 October 2015

2015-10-27T16:43:21Z

← Older revision		Revision as of 17:43, 27 October 2015
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	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplayComplete.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplayComplete.png</center>


			== View Tab ==


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorView.png</center>


			The View tab will now allow us to view our report.
			*Click on the 'Show Data' button.
			*Should the Report Generator find any results that meet your search criteria, your screen should now look something like this.


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorViewShowData.png</center>


			Other than the requested information, the Report Generator will show you the total number of records displayed, and will also allow you to remove duplicated records, based on all the visible fields, by ticking the 'Show Unique Records' tick box.

Abrown at 16:42, 27 October 2015

2015-10-27T16:42:47Z

← Older revision		Revision as of 17:42, 27 October 2015
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	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorSearchComplete.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorSearchComplete.png</center>


			== Display Tab ==


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplay.png</center>


			The Display tab is where you need to select the data fields that you want the Report Generator to include within your report. In this example we are going to select the First Name, Surname, Date of Birth and Address1(first line of the address) fields.

			*First of all you need to select the correct table for the field you wish to include in your reprot.
			*Click the 'Patients' option in the 'Table' list.
			*Now you need to select the correct fields. Double Click 'First Names' in the 'Field' list.
			*Repeat this process for all the other fields listed above.
			*Each time you double click a field, it should be entered into the Display List on the right.
			*Your screen should now look like this.


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplayList.png</center>


			To make our report a little easier to read we can now order the report in Ascending/Descending order on one of our selected fields. In this example we are going to order the results via the 'First Names' field is Ascending order.
			*Click on the 'Sort By' drop down.
			*Click 'Patients.[First Names]'
			*Ensure the dot is selected next to 'Ascending'.
			*Your screen should now look like this.


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplayComplete.png</center>

Abrown at 16:42, 27 October 2015

2015-10-27T16:42:05Z

← Older revision		Revision as of 17:42, 27 October 2015
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	{{#customtitle:Report Generator - Creating a Mail-Shot\|My Title}}		{{#customtitle:Report Generator - Creating a Mail-Shot\|My Title}}

			== Search Tab ==


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMain.png</center>


			The Search Tab requires you to specify the criteria which you want to base your Report on.

			The default setting for the Search Tab, is to select ***ALL*** patient records.

			The below example is going to search for patients records with the surname 'Smith'.

			*First of all you need to select the correct table for the field you wish to include in your search.
			*Click the 'Patients' option in the 'Table' list.
			*Now you need to select the correct field. Click 'Surname' in the 'Field' list.
			*You need to now specify the logical operator required. Double click on 'Equals' in the 'Criteria' list. Your screen should now look like this.


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorSearchEquals.png</center>


			*Type 'Smith' into the Search For text box.
			*Click OK.
			*Finally your screen should now look as below.


			<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorSearchComplete.png</center>



	In order to create a Mail-Shot you will first need a custom report to work with. Please see the Creating a New Report section of the [[Report Generator Module\|Report Generator]] help file.		In order to create a Mail-Shot you will first need a custom report to work with. Please see the Creating a New Report section of the [[Report Generator Module\|Report Generator]] help file.

Abrown at 16:37, 27 October 2015

2015-10-27T16:37:36Z

← Older revision		Revision as of 17:37, 27 October 2015
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	*Click Mail Merge from the Mail Merge options.		*Click Mail Merge from the Mail Merge options.
	*You Screen should now look something like this.		*You Screen should now look something like this.


	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotMerge.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotMerge.png</center>


	You now have to choose your Word Processor Output Option. You have two choices as listed below:		You now have to choose your Word Processor Output Option. You have two choices as listed below:
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	You will then see something similar to the following screen.		You will then see something similar to the following screen.


	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotChooseTemp.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotChooseTemp.png</center>

Abrown at 16:30, 27 October 2015

2015-10-27T16:30:52Z

← Older revision		Revision as of 17:30, 27 October 2015
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	You need to navigate to ~~where ever you~~ saved Template is located and Double Click on it.		You need to navigate to wherever your saved Template is located, and Double Click on it.

			At this point depending on which Word Processor Output Option you selected, Optisoft Enterprise will either send your mail merge directly to the printer, or display a similar screen to the one above, asking you where you would like to saved your merged document.

			Once saved you can open the merged document, check the content and then print the document. There is also the option in MS Word to print your merged document in small batches, should you not wish to print a lot of letters in one go.

	At this point depending on which Word Processor Output Option you chose, Optisoft Enterprise will either send your mail merge directly to the printer, or display a similar screen to the one above, asking you where you would like to saved your merged document. Once saved you can open the merged document, check the content and then print the document. There is also the option in MS Word to print your merged document in small batches, should you not wish to print a lot of letters in one go.

	[[Report Generator Module\|Back]]		[[Report Generator Module\|Back]]

Abrown at 16:28, 27 October 2015

2015-10-27T16:28:33Z

← Older revision		Revision as of 17:28, 27 October 2015
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	<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotChooseTemp.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotChooseTemp.png</center>


			You need to navigate to where ever you saved Template is located and Double Click on it.

			At this point depending on which Word Processor Output Option you chose, Optisoft Enterprise will either send your mail merge directly to the printer, or display a similar screen to the one above, asking you where you would like to saved your merged document. Once saved you can open the merged document, check the content and then print the document. There is also the option in MS Word to print your merged document in small batches, should you not wish to print a lot of letters in one go.

	[[Report Generator Module\|Back]]		[[Report Generator Module\|Back]]