Merge a Report into Content

Merge a report in the HTML editor in both HTML and text mode.

1. On the Design tab of the HTML editor, place the cursor where you want to position the report.
2. Click Merge Report in the Dynamic Content section of the Toolbox.
   The Merge Report window opens listing all reports available in your profile.
3. Click the Search icon next to the Preview Contact field.
   The Contact Search window opens where you can search for a contact to use when the report is previewed on the content editor Preview tab.
   1. Select the contact and click Select.
4. Select the report you want to merge into your content.
5. To disable the primary filter when the report is run, clear the Automatically Apply Primary Filter check box.

   The check box is selected by default.

   Caution: Disabling the primary filter removes the safeguards that restrict the scope of the report to the records related to the recipient.
6. To edit the merge report properties, click the Properties tab and select a report format from the Output Type drop-down list.

   For a description of each merge report property, see Merge Report Properties.

7. To specify a default value used when the report returns no information, click the Default tab and enter the default value.
   Tip: You can also specify a default value after the report is merged by editing the contents of the merge report placeholder.
8. Click OK.
   The merge report placeholder is inserted into your content.
9. Click the Preview tab to see how your content looks.
   Tip: In documents, snippets, and templates, the optional Preview Contact field lets you see how your dynamic content that is specific to a contact looks. For example, if you have a conditional section for customers in a specific postal code, you can preview a contact who matches that postal code to see if your conditional section works as intended. To preview by contact, repeat step 3.