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Course Merge (InSight)

Reports listed in the category are typically those used to merge user-defined templates with Course Section data.

Pro/Elite User Notes:

  • Most of the reports in this category are created using the Form Designer tool rather than the column designer tool.
  • It is suggested that only users familiar with HTML and CSS stylesheets attempt to copy and modify roster report formats.

Merge Form Layout (Format 1, 2, 3, and 4)
Displays Course Section data merged with a user-defined template into a form format suitable for agreements, contracts, and informational documents.

  • Formats 1, 2, 3, and 4 vary in the Course Section and Staff content that is embedded in the document
  • The Merge Template fields display in the following order:
    • Header as document title
    • Body 1
    • Course Section and related content
    • Body 2
    • Closing
  • The following Embed Codes are supported. Spaces must be included where displayed.
    • [Last Name] = Staff last name
    • [First Name] = Staff first name
    • [Full Name] = Staff full name
    • [Mailing Label] = Staff address in mailing label format
    • [Text Date] = Current date in text format
    • [BranchName] = Branch name
    • [OrgName] = Organization name
    • [CourseCode] = Course code
    • [CourseTitle] = Course title
    • [CourseStartdate] = Course start date
    • [CourseEndDate] = Course end date
    • [CourseStartTime] = Course start time
    • [CourseEndTime] = Course end time
    • [CourseDays] = Course days of the week
    • [Location] = Full location
    • [FacilityName] = Facility name
    • [BuildingName] = Building name
    • [Room] = Room
    • [Session] = Session
    • [Total Classes] = Total classes
    • [Total Weeks] = Total weeks
    • [Total Hours] = Total hours
    • [DrivingDirections] = Driving directions
    • [MapURL] = Map URL
    • [AltSchedule] = Alt Schedule
    • [LinkText] = Link Text
    • [LinkHTML] = Link HTML
    • [AppendText] = Append text
    • [Mailing Pref] = Mailing preference
    • [Home Phone] = Home phone
    • [Work Phone] = Work phone
    • [Mobile Phone] = Mobile phone
    • [Fax Phone] = Fax phone
    • [Email] = Email address
    • [Employee ID] = Employee ID number
    • [Vendor Number] = Vendor number
    • [Staff SSN] = Staff SSN

Course Merge Letter and Merge Letter with Course Content
Displays Course Section data merged with a user-defined template into a format suitable for letters.

  • One includes and one excludes Course Section and Staff content automatically embedded in the document.
  • The Merge Template fields display in the following order:
    • Branch name and address as the return address
    • Text date
    • Staff name and address
    • Salutation
    • Body 1
    • Course Section and related content (if using the content embedded report version)
    • Body 2
    • Closing
  • The following Embed Codes are supported. Spaces must be included where displayed.
    • [Last Name] = Staff last name
    • [First Name] = Staff first name
    • [Full Name] = Staff full name
    • [Mailing Label] = Staff address in mailing label format
    • [Text Date] = Current date in text format
    • [BranchName] = Branch name
    • [OrgName] = Organization name
    • [CourseCode] = Course code
    • [CourseTitle] = Course title
    • [CourseStartdate] = Course start date
    • [CourseEndDate] = Course end date
    • [CourseStartTime] = Course start time
    • [CourseEndTime] = Course end time
    • [CourseDays] = Course days of the week
    • [Location] = Full location
    • [FacilityName] = Facility name
    • [BuildingName] = Building name
    • [Room] = Room
    • [Session] = Session
    • [Total Classes] = Total classes
    • [Total Weeks] = Total weeks
    • [Total Hours] = Total hours
    • [DrivingDirections] = Driving directions
    • [MapURL] = Map URL
    • [AltSchedule] = Alt Schedule
    • [LinkText] = Link Text
    • [LinkHTML] = Link HTML
    • [AppendText] = Append text

Signage - Door
Displays Course Section details in a format appropriate to post at a classroom entry door.

Signage - Posting
Displays a list of Course Section details in a column format appropriate to post at a building entrance or hallway.


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