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  1. Navigate to the household you wish to generate a letter for.
  2. Click the Print link under the household name.
  3. The Generate Output Wizard will run.
  4. First, select the Template Type. (Ex: Letter, Report).
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  5. Optionally, select the "tag" for the template you wish to find.
  6. Click the template row of template you wish to generate for the household.



Work Orders don't have to be assigned to a household or specific unit, and in that case the report will not generate any merge fields that pertain to household/unit information. If generating a report/letter from a work order

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