{"id":17418,"date":"2020-06-26T10:19:04","date_gmt":"2020-06-26T09:19:04","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=17418"},"modified":"2024-04-26T15:38:17","modified_gmt":"2024-04-26T14:38:17","slug":"produce-a-mail-merge-using-the-client-list-report","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-mail-merge-using-the-client-list-report\/","title":{"rendered":"Produce a Mail Merge Using the Client List Report"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will assist you in using the Client List Report to perform a mail merge<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Client List report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey by exporting to Excel.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"476\" height=\"377\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-250.png\" alt=\"\" class=\"wp-image-64584\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-250.png 476w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-250-300x238.png 300w\" sizes=\"auto, (max-width: 476px) 100vw, 476px\" \/><figcaption class=\"wp-element-caption\">Select Reports, Miscellaneous Reports and then Client List<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong>Filter Options<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"439\" height=\"297\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-251.png\" alt=\"\" class=\"wp-image-64585\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-251.png 439w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-251-300x203.png 300w\" sizes=\"auto, (max-width: 439px) 100vw, 439px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong>Fee Earner<\/strong>: Tick this box to select only certain fee earners, or leave unticked for all fee earners <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Work Type: <\/strong>Tick this box to select only certain work types, or leave unticked for all work types<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Private or LA: <\/strong>Leave on All for all clients or select Private or Legal Aid.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Type: <\/strong>Choose from All Matters, Live Matters or Archived Matters.<em> <\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Date Filters: <\/strong>Enter the date range for the matters you wish to see<em> <\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Summary: <\/strong>if ticked doesn\u2019t include the fee earner or work type and only matter 1.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"869\" height=\"562\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-252.png\" alt=\"\" class=\"wp-image-64586\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-252.png 869w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-252-300x194.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-252-768x497.png 768w\" sizes=\"auto, (max-width: 869px) 100vw, 869px\" \/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"857\" height=\"582\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-253.png\" alt=\"\" class=\"wp-image-64587\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-253.png 857w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-253-300x204.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-253-768x522.png 768w\" sizes=\"auto, (max-width: 857px) 100vw, 857px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Open a blank word document.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"583\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-254.png\" alt=\"\" class=\"wp-image-64588\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-254.png 863w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-254-300x203.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-254-768x519.png 768w\" sizes=\"auto, (max-width: 863px) 100vw, 863px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">The right hand side of the screen shows the mail merge wizard, as shown below, and will assist you through the process.<\/p>\n\n\n\n<figure class=\"wp-block-gallery aligncenter has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"726\" height=\"556\" data-id=\"64589\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-255.png\" alt=\"\" class=\"wp-image-64589\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-255.png 726w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-255-300x230.png 300w\" sizes=\"auto, (max-width: 726px) 100vw, 726px\" \/><\/figure>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click Next: Starting Document, Next: Select Recipients and Browse to select and open the saved Client List Report<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Client list is then displayed and all items are ticked. It is now possible to remove the ticks from any that need to be excluded from the mail merge. It is possible to scroll the list across to the right to see more columns.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"634\" height=\"478\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-256.png\" alt=\"\" class=\"wp-image-64590\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-256.png 634w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-256-300x226.png 300w\" sizes=\"auto, (max-width: 634px) 100vw, 634px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Select the <strong><u>OK<\/u><\/strong> button to proceed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This will return you to the word screen.&nbsp; At the bottom right select Next: Write your letter and then Next: Preview your letters<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"466\" height=\"558\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-257.png\" alt=\"\" class=\"wp-image-64591\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-257.png 466w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-257-251x300.png 251w\" sizes=\"auto, (max-width: 466px) 100vw, 466px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">All the merge fields available for your letter are now available from the more items box on the right.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start writing the letter to be merged inserting the merge fields in the appropriate places from the Mailings Menu, Insert Merge Field<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"292\" height=\"603\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-258.png\" alt=\"\" class=\"wp-image-64592\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-258.png 292w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-258-145x300.png 145w\" sizes=\"auto, (max-width: 292px) 100vw, 292px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Once the letter is completed select Next. Preview your letters and amend as necessary. Then click Next: Complete the merge. Finally, you can print your letters.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"713\" height=\"565\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-259.png\" alt=\"\" class=\"wp-image-64593\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-259.png 713w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-259-300x238.png 300w\" sizes=\"auto, (max-width: 713px) 100vw, 713px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>This guide will assist you in using the Client List Report to perform a mail merge The Client List report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey by exporting to Excel. Filter Options Fee Earner: [&hellip;]<\/p>\n","protected":false},"author":5696,"featured_media":0,"template":"","categories":[3],"tags":[],"class_list":["post-17418","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-clients-matters"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Produce a mail merge using the Client List report | Osprey Academy \u2013 Customer support and training centre<\/title>\n<meta name=\"description\" content=\"How to produce a mail merge in Osprey using the Client List report.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-mail-merge-using-the-client-list-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Produce a mail merge using the Client List report | Osprey Academy \u2013 Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"How to produce a mail merge in Osprey using the Client List report.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/produce-a-mail-merge-using-the-client-list-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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