Page Comparison

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Extended Day Generate Mail Merge

To generate the a Mail merge documents:

1. Click on the the Extended day tab and select the Reports button on the day tab
2. Select the required Club
3. Click Reports in the top right of the screen
4. Select Select Generate mail merge
5. Choose to generate a letter to pupils who have dinner money credits or debts by ticking the Pupils with dinner money credit? box if required.
6. If required, click the Filters button to filter for:
   1. Minimum debt amount in pence (the default is 0.01, i.e. 1p)
   2. Maximum debt amount in pence
   3. Minimum age of debt (the default 0 will display all debts)
7. If required, you can also tick the following:
   1. Exclude pupils whose family account is in credit?
   2. Exclude session codes entered after selected date? – after ticking the box you will need to select the date to exclude sessions from - this means sessions added after this date will not used in the debt letter
   3. Click OK
8. Leave the selection as All accounts with debt or select an individual pupil by clicking the Select recipient drop down
9. If you require staff to be included tick the Staff tick box
10. Select the required letter in the Select template box (see above for details of available documents)
11. For schools using the SCO Communications module, select Email and/or Text if required
12. Select Generate

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