How to use mail merge to generate itemized tax statements?

[srhamm]

I'm hoping Word 2007 will be easier than it was in the past. I need to
generate tax statements for our donors, with normal contact info at the top
of the mail merge letters, followed by a list of all their 2008 contributions
sorted by date, then the total for that person. My data source is in Excel
and has individual rows for each donation (so a person who gave 6 times will
have their name repeated on six lines, yet each line is unique to the
donations they made). How do I do this?

 

[Graham Mayor]

It is no easier in 2007! - see How to use mail merge to create a list sorted
by category - http://support.microsoft.com/?kbid=294686

Fellow MVP 'macropod' has posted a tutorial on this, with working field
codes and a sample Excel data source, at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=731107

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Graham Mayor - Word MVP


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