ZuckerReports Help

[rsantiago]

Hello all,

A few weeks ago i was looking for a way to create microsoft office documents that would merge with data from leads and accounts, i was directed to use ZuckerReports... well i have uploaded and installed ZuckerReports and i have no clue where to even begin. There isnt a firm/concise how to manual and i'm seriously left in the dark on how to set up a merge document. I checked the SugarForge forum that was specifically created for this product and no luck, i've even read the manual from cover to cover with no real luck.

Anyone willing to give some sort of tutorial on how to set up Word merges, would be greatly appreciated.

[tanhaa]

Hello all,

A few weeks ago i was looking for a way to create microsoft office documents that would merge with data from leads and accounts, i was directed to use ZuckerReports... well i have uploaded and installed ZuckerReports and i have no clue where to even begin. There isnt a firm/concise how to manual and i'm seriously left in the dark on how to set up a merge document. I checked the SugarForge forum that was specifically created for this product and no luck, i've even read the manual from cover to cover with no real luck.

Anyone willing to give some sort of tutorial on how to set up Word merges, would be greatly appreciated.

Zucker Reports comes with good manuals in my opinion that show you how to set up parameters, queries and then how to make your mail merge word document to make it work.

First thing you have to do is make a parameter. On Zuckers site, there is a manual that shows you what parameters are and how to make the parameters.

Second, make a sql query that relates to that parameter.

Run the query, save the webpage and then make a MS word document using the webpage fields as the merge fields.

Upload the document and you should have it ok.

If you read the manuals, I'm sure you will figure it out. It would be reduandant to say everything that is in the manual again :-P

If you need any help at specific points, I can try and help you out.



Amit