Creating Customised Reports

From the Eziplan Menu:

Reports - Mail Merge

The Mail Merge feature under the Reports tab is very useful for creating customised data exports from Eziplan. The basic concept here is to choose a custom option and then choose the fields that you want to add the data for. Then you export to a spreadsheet and you can curate the information however you would like.

Once on the Mail Merge options page choose the type of data you want to extract (example here is Staff/User data).

Choose the fields you wish to include in your export and hit the "SEARCH" button. Then you can export using the excel icon in the top right corner.

You can use the "Search" options to filter the list (the same as all other lists in Eziplan) prior to export if you wish.

There are many different use cases for the Mail Merge feature. The "By Appointment - Custom" option has wide ranging applications.

Should you be looking for a particular output and can't find the way to get it, please feel free to contact the Help Desk to see if we can be of further assistance.