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Wednesday, July 1, 2009

MERGING A REPORT AND SCHEDULE


Practice for merging a report and a schedule for Educators

This Blog was inspired by some of my fellow student who want to know how mail merging works

Iam trying to answer you on a different level of that of a student with the hope that you will understand.

Depending on the version of Microsoft office that you are using , I will try to explain the steps by using the latest version of Microsoft which is office 2007.

1. You need to design a report using Microsoft word 2007

2. After you have designed your report save it with a name that you will remember and close.

3. Open Microsoft excel 2007

4. Designed the format of your schedule with the heading grade , surname , name, learning areas e.g . mathematics, English , home language etc.

5. Your heading should be at the top

6. You may fill the schedule with the required data.(I skipped the part to explain the formulae for putting codes )

7. When your scheduled is filled with data save it with a file name that you will remember and close the document.

8. You go back to Microsoft word 2007 and open the report that you saved.

8.1 When the document (report is open ) it is an existing document.

8.2 On the title bar click mailings button.

8.3 Go to start mailing merge- proceed to step by step mail merge wizard-select document type (this will be shown on the right hand side of your window ) which in this case you click Directory button (YOU WILL HAVE TO FOLLOW THE WIZARD STEP BY STEP FROM 1 TO 6.)

8.4 After you have click directory – click steps at the bottom right of your window which will take you to step 2. Automatically on your selection of document selection it will show the selection of using current document which is your report that you have opened.

8.5 Select start from existing document.- an option to choose /browse for the schedule in the excel that will be your step 3 .choose the schedule from the location that you have save. A Dialogue box mail merge will appear.

8.6 Click the next step from 3 to 4.

8.7 To merge your report and schedule now you have to merge information from your report and merge it with the schedule. For example , in your report you put your caser next to surname or any item that your need to fill in your report. G o to more items under the arrangement of your directory. Choose surname under the “ Insert mail merge Dialogue box” choose the data based to be filled like surname or other item and close. Repeat the process until all the information on your report and scheduled are merged .

8.8 Click the next step which is step 5. This step allow you to preview your directory. Check whether the information that you want to merged is okay. If satisfied click step 6 to complete the merged.

8.9 Completing the merge choose the option (To New Document) a dialogue box Merge to new document will appear. Choose the option that merges all and save with a new file name.

I

2 comments:

Unknown said...

It is very interesting. There is this programme called Edusol SAMS available for use at the South African School. How related is the programme with this merginging of schedule and report? Is there any differences or similarities and how helpful do you think the school can benefit from the skill you are talking about.

NTSAKO SONNYBOY MATHEBULA said...

The relation is that you can do schedule and reports with all the programmed or methods. With Edusol SAMS you have to setup you school data. In other words it is a Data base programme that uses access that base. While in the pro, cedures that I explain we used word process and spread sheet. Edusol requires that you first fill in the data of the school, human resources , learners information , workload by filling information of the educators , the subject that they teach, their qualifications and the subject offered at the institution. The programme then it load / create a schedule when learners performance are loaded to the system by the educator.

Merging report and schedule is a simplified method as it only requires you to simple create a report in word process and a schedule in spread sheet and merge the two document.