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Using Mail Merge to Create Labels from the Excel Open/Close Report


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Use the same labels with another Excel spreadsheet
Sample Final Product Microsoft Word labels file provided as an example of what can be produced, click No when opening

  1. Request the Open/Close Report in Excel format from the Database Administrator if necessary. The Database Administrator will email the report to you.
  2. Save the attached Excel spreadsheet to the My Data Sources folder in the My Documents folder or somewhere else where you can find it.
  3. Open Microsoft Word.
  4. Click Tools, Letters and Mailings, Mail Merge
  5. The Mail Merge Task Pane will open to the right of your document.
  6. Click the button next to Labels.
  7. Click "Next: Starting Document" at the bottom of the Task Pane.
  8. Click Labels Options.
  9. Choose the Labels you use (i.e. Avery 5660) and click OK.
  10. Click "Next: Select Recipients" at the bottom of the Task Pane.
  11. Click "Browse"
  12. In the Select Data Source window, find the Excel spreadsheet, click to highlight it, and click Open
  13. In the Select Table window click OK.
  14. Click "Clear All"
  15. Click the checkboxes on the left to select classes from which to create labels.
  16. Advanced Tip: You can double click the blue title bar where it says Mail Merge Recipients to enlarge the window.
  17. Advanced Tip: You can limit the visible records by clicking the arrow at the top of the column. In this example clicking the arrow next to Term and then clicking A limits the records to the A term.
  18. Advanced Tip: You can alphabetize any column by clicking on the text of the column title. Click again to reverse the order.
  19. Once you have checked the boxes for all classes you want to use click OK.
  20. Click Next: Arrange your labels from the bottom of the Mail Merge Task Pane.
  21. Type and format text that you want to appear on all labels.
  22. Click More Items from the Task Pane.
  23. Click the field from the spreadsheet you want to appear on the label and click Insert.
  24. Click Close.
  25. Repeat clicking More items, selecting fields, inserting, and closing to complete your label.
  26. Click Update all labels.
  27. Click Next: Preview your labels.
  28. Click Next: Complete the merge.
  29. Click Print.
  30. Advanced Tip: Click Edit individual labels to make modifications.
  31. Save the document.
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