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Mail merge with details

OCM

MIS
Sep 12, 2002
220
US
Hi,

I use word (office 365) to create a mail merge. The sample below is to show the data fields included in my excel data source and the body of the word document. Everything is working as intended except for the detail field. If it helps, the detail can be a word table, excel file and/or a screenshot.

Date: <current date >

Company Name
Agent’s Name
Company’s Address 1
Company’s Address 2
Company’s City,
Company r’s State
Company’s Zip Code
e:mail:
Case #:
Amount:
Detail


Dear <Agent’s name>

…Body of text…

In reviewing the record submitted we identified the following

<Detail>

Name
Date of Service
Amount
Name #1​
12/1/2021​
$1,892.48​
Name #2​
9/18/2022​
$2,455.51​
Name #3​
6/23/2020​
$4,086.58​
Name #4​
6/14/2022​
$2,455.51​
Name #5​
5/17/2022​
$2,455.51​
Amount
$13,345.59



















We determined an overpayment of the above <Amount>
Any ideas?

TIA

Regards
 
Hi Macropod,
Thanks for your feedback. I was able to accomplish the intended result!

Regards,
 

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