Reports - Mail Merge

The mail merge feature allows you to efficiently extract and compile data found within your Turnpoint system. 

To access it: 

1. Navigate to ‘reports’ and select ‘mail merge’ 

 

2. From here, you can run reports by client, package, care worker or appointments  

 

Please note: custom will allow for more customised results 

For custom only: 

• After selecting the category, select the fields you are looking for (in this case, client ID, surname, first name and geographic region) 
• Press search to run the report 

 

 

• Once you press ‘search’, the fields you have selected will appear at the top which will assist you in further filtering for the information you require.  

 

To export, press the green excel icon in the top right corner.