Creating a TX Print Report
Users can select the Recipients for Print Jobs using either a CSV Report or a Salesforce report. TargetX recommends using SF Reports if you plan to log the activity in Salesforce. If a report contains multiple rows for a Contact the system will create a letter for each.
Reports are used when creating a template for inserting merge fields and creating Print Jobs using the Letter templates.
You can use different Reports to create templates and print jobs. However, the report used for the Print Job must include all the merged fields used in the Templates.
Note: TX Print Report records currently can NOT be deleted.
How to create a Salesforce report for TX Print
The report must include Contact ID, First Name, Last Name, and all the fields you wish to use in letters, envelopes or address labels, such as Address fields.
Note: Use an institutional naming convention when saving reports. This will assist all users in knowing what a report is for and how to find existing reports.
Note: If the report is being used for Decision Letters, it must include Application ID and Application Decision.
Use separate Reports for different Application Decisions (e.g.: Admitted, Not Accepted, Waitlisted, etc.). The report must be a simple list report (no groupings, summaries, etc.).
- Go to Reports on the left nav
- Click + in the top right.
- Enter the following information:
- Name for the Report.
- Report Type = Salesforce Report
- Salesforce Report Folder = select the Folder which contains your report.
- Salesforce Report = select your Report by typing the name into the search field and click to Select.
Note: The list of Reports only displays the reports the user has access to.
- Map the fields in the report:
Each field in your report will display with a list of fields to Map to.
Click the picklist to select the appropriate field. - Click Create.
- The file is now available for use for the creation of Print Jobs and templates.
Create a new CSV Report
Before you begin, validate the following in your CSV file:
- File is a valid CSV file
- Headers in the CSV file do not have uppercase letters OR spaces
- All rows in the file have the same number of commas (i.e., if a record has a blank, the field should still be accounted for by including commas)
- Go to Reports on the left nav
- Click + in the top right.
- Enter the following information:
- Name for the Report.
- Report Type = Uploaded CSV
- CSV file = select Choose One, select your file, and click Open.
- Map the First Name and Last Name fields in the report.
- Click Create.
- The file is now available for use for the creation of Print Jobs and templates.