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Generating an Advanced Form Letter

Now that you have learned the basics of creating a form letter, you will learn how to perform more advanced memo file formatting and how to generate multiple letters from the same report definition. For this example, you will create a report definition that generates two different letters based on the customer’s balance.

Although generating this letter includes these more advanced tasks, you still follow most of the basic steps you performed in the first form letter example:

  1. Prepare the memo file.
  2. Create the basic report definition.
  3. Access and order the data.
  4. Define new fields.
  5. Design the report layout.
  6. Preview and save the report definition.

However, because a report definition, Payment Letter, is provided for this example, in Step 2 you open the report definition instead of creating a new one. This report definition is provided to save you time and avoid repetitive steps.


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