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