This lesson will outline how to access Course Request data to create a Custom Report and Form Letter. This will allow users to send letters to parents informing them of Course Requests for their children.
1. Create a Custom Report
Before you create a Form Letter, you need to create a Custom Report housing the data you wish to display on the letter.
For step-by-step instructions on how to make a Custom Report, click here.
1. When prompted to select the type of Meta Data you wish to have on the report, click Core Data.
2. Under Categories, type or scroll to find and select 'Students: Course Requests'.
3. You will see all possible Course Request data options under Matching Columns. Select the ones you wish to have on your report.
At this point refer back to the Custom Report help document to arrange the data in the way you wish. Be sure to add Student First/Last Names!
Here is an example of what this Custom Report could look like.
2. Creating a Course Request Form Letter
At the top of the page, click on Form Letter > Add.
You can follow step by step instructions on how to create/download your Form Letter here. Note that the fields you chose on your report are the fields that will become available to put on your letter.
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