User's Manual

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Begin by writing what you wish to include in the report, but use the merge fields in order to
automatically query data. To use the merge fields, select the field from the Insert Field dropdown
menu and click Insert. This will place the merge field in the template at the spot where your
cursor was located. The merge field will have square brackets around it.
You may create your own merge field by typing the possible options and placing square brackets
around each one. This is useful in situations where there are a limited number of options (i.e.
“arrived [on time][late] for the assessment…”).
Once finished, click Close, then click Cancel Edit on the Template page. Select your template
and paste it into place
You may now use the “tab” key on your keyboard to find and replace any outstanding fields on
the template. Remember that you will need to choose the appropriate comments in certain