To generate mail merge documents or compose an email* or text* to all pupils on a trip:

1. Either:

   1. Click on the Reports tab and select Trip reports or

   2. Click on the Trips and Events tab and select the Reports button on the bottom right

2. Select Generate mail merge

3. Click the down arrow below Select trip and select the required trip

4. Select the recipients:

   1. All pupils with debt for this trip:
      Select the Only pupils with trip debt? box

   2. All pupils on the trip (regardless of payment status)
      Leave the box unticked to generate the document for all trip attendees

   3. An individual pupil
      Click the down arrow below Select recipient and select an individual pupil. 

5. If required, select the Filters button to filter for:

   1. Minimum debt amount (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)

   4. Select OK

6. Under Choose the template select the template you wish to use

7. For schools using the SCO Communications module:

   1. Use <Create a message> to compose your own email or text to the selected recipients.

   2.  select Email and/or Text if required

8. Select Generate

*if using the SCO Communications module