Example 3: Ad hoc report (Directory)

Although saved processes are the main way to create documents, sometimes you want a specific info without going thru the trouble of making saved processes and templates (see The Quick and the Dirty). Here is an example of showing the details of orders created on a specific date.

1. Open accessmailmergedemo.mdb (frmMain should open automatically)
2. Move to tab Invoices
3. Use filter by selection to get the orders of 05-Aug-96
4. Mail Merge > Directory
5. Set Iterate to 'Overview' and Fill Template from to 'Instance'

Note: you do not have to say which records, by default directory takes all. If you want a subset you can use the Access filters and/or record selectors (see Select records to process / create documents from)

6.   Select the fields to include in the report (here we take OrderId, CustomerId and Orders Subform

This results in the following directory type report