Creating an Overdue Letter

Learn how to create and customise a letter that lists overdue loans. 

1. Click  -> Reports -> Reports.

2) Under the Reports created by FSI section, click Overdues

3) Double-click Overdues Letter as your base report (that you will edit)

4) Click  from the toolbar at the bottom of your window

This will generate a new report to customise for your school/college/institution. You will be able to access your customised report in the future from the

Reports Created by Me section.

5) In the Report Name field, enter a name for your new, customised overdue letter

e.g. 

6) Click the Results Data tab

This tab lists the SmartSuite fields that have been loaded into this report. You will only be able to display fields that are listed in this tab. 

For example, if you are wanting to add the Cost of books in your report you will need to click the plus (+) icon and add the "Cost" field to the report

7) Click  from the toolbar at the bottom of your window

N.B. You must save after making any changes to the Results Data tab

8) Click the Template tab

The dotted outline illustrates the boundary of your email. (Any content that spills over the dotted line will be cut off in the email) 

9) Hover over the [Please insert the body of your letter here] and click the  icon to make changes to the body of the letter

10) Click  at the bottom of the editor window to insert your changes to the report

11) If the text that you typed into step (9) doesn't fit, you can change the size of the body block by:

     i) Hovering over the body

    ii) Clicking and dragging the  icon to resize the block

12) Click  in the toolbar at the bottom of the window. 

If you would like to preview how your email will present, click