How to create a master-detail mail merge?
Mail merge invoices, catering menus as a master-detail report
* 9.5.2021 *
Data structure
Edi - Texteditor requires minimal amount of data, to create a master-detail mail merge.
The master row (1)
, and the first detail are joined into a full row.
Further detail rows contain only differences to the full row (2)
.
All missing values in the detail rows are taken from the master row.
Detail fields
As default, all mail merge fields in a document are of type master
.
A field must be of type detail
to be printed multiple times on the same page.
Select all detail fields and change their field type to detail
.
Aggregate fields
Some fields are aggregate
ones. The aggregate fields are:
Count
: A count of detail rows per page.Sum
: A sum of all detail values.Min
: The least value of all details.Max
: The opposite toMin
Change the field type of the field Due-Amount
to Sum
, for showing the summary.
Master-detail key
For creating a master-detail mail merge a key
is required.
All data on the same page must have the same key value.
Is there no key defined, e.g. there is no invoice-, order- or customer number provided, a unique key should be created manually, as an additional column in the Data View.
In the following screenshot the key is the number of the payment reminder.
Select mail merge data for printing
In case you need to print only a single page, please select only the concerning rows.
Is there no selection provided, all pages are printed.
Print preview
In the Text View there is only the first detail row visible.
For viewing all detail rows, please click the button Print Preview
at the top of the main window.