This article explains which types of custom reports allow for sending communications using the Send Mail Merge feature. It lists specific report topics that support this function and notes that bulk actions can be used for some reports, but without utilizing the report data.
After creating a custom report, you can use the data in your report to send out communications using the Send Mail Merge button. You can see how to do this here: Using a Custom Report to create Merge Fields
However, not all types of custom reports have this option. You can only use this feature when creating a report about these topics:
- Students
- Parents, Guardians and Contacts
- Staff
- Staff Absence
- Students Involved in Behavioural Incidents
- Suspensions
- Medical Conditions
- Medical Events
- SEN Events
- SEN Notes
- Course Enrolments
- Course Leads
- Programme Enrolments
You can also send communications out using the bulk actions in some custom reports, but these communications won't use the data from your report. You can only use this feature when you've created a report about Students.
Comments
Article is closed for comments.