Use Mail Merge with a report (R1-NA)

Article • 6/8/2026 • 2 min read

You can merge information from your reports into any Microsoft Word document. You do not have to create a Word document before running the merge process. Also, you must shut down Word before doing the merge. And merging only works with special document reports.

To use mail merge, your system administrator must set you up as an advanced user in Made2Manage.

To successfully merge information, you need to know which Made2Manage database fields correspond to which information. For information, see the related information. You must also set up your Word document to include fields into which Word can merge your report’s information. See Microsoft Word Help for information.

To Mail-Merge a Report

  1. In Microsoft Word, create and save the document into which you want to merge your report.

  2. Open the Report Parameters Interface screen for the report you want to run and configure the report.

  3. On the Active Form ribbon, click Mail Merge ( ).

  4. Open the directory that contains your Microsoft Word document. and

  5. Select the mail-merge document and click OK.

    The Microsoft Word starts and opens the file you selected.

  6. For each field to merge, click the cursor where you want the information to appear in the document.

  7. Click Insert Merge Field and highlight the information to place.

  8. When you finish, click Finish and Merge and select from the options to check your work.

|Edit Individual Documents| Print Documents| Send Email Messages|

To edit Individual Documents

  1. From Finish and Merge options select Edit Individual Documents .

    The Merge to New Document window appears.

  2. Select All to merge all records.
    Or
    Select Current record to include only the current record.
    Or
    Select the range by entering the values in From and To field.

  3. Click OK to merge, else click Cancel.

To Print Documents

  1. From Finish and Merge options, select Print Documents .

    The Merge to Printer window appears.

  2. Select All to merge all records.
    Or
    Select Current record to include only the current record.
    Or
    Select the range by entering the values in From and To field.

  3. Click OK to merge, else click Cancel.

To Send Email Messages

  1. From Finish and Merge options, select Send Email Messages .

    The Merge to E-mail window appears.

  2. In the Message options area, enter To, Subject line and select the Mail format.

  3. In the Send Records, select from the options as click OK, else click Cancel.

    TheMail Merge ( ) can be used for any report which can be generated from the report parameter interface.

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