Letters and Reports are both generated through a very similar process in Doorways. Letters, when generated are saved to the Household History, and Output History tabs. Reports are not saved in these history rosters, and are separately stored templates from letters. Each category can be selected when launching the template walkthrough from either the Household page, Work Orders, Inspections (coming soon), Reports Center (coming soon), Waiting Lists (coming soon). For more information on creating/uploading reports or templates, see Templates.
Household Letter and Report Generation
Generating a letter for a specific household is done directly from the Household Overview page.
Generating a Letter/Report from the Household
- Navigate to the household you wish to generate a letter for.
- Click the Print link under the household name.
- The Generate Output Wizard will run.
- First, select the Template Type. (Ex: Letter, Report).
- Optionally, select the "tag" for the template you wish to find.
- Select the template you wish to generate for the household.
- Click the Next Button.
Work Orders don't have to
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reference a household or
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unit, and in that case the report will not generate any merge fields that pertain to household/unit information.
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Generating a Letter/Report from a Work Order