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How to create letter with related data?

 
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I want to create a letter that can be sent via email or saved as PDF (or in the worst case exported as csv). The data for the letter comes from the following related objects:

enter image description here

The important object is Session. You enter the sessions the Partner has, with Date from ... to (one day would mean entering the same date twice) and Topic. Topic has a dropdown with three topics z1, z2, z3. There will be many Session items for one Partner.

I want to create a letter that displays the Consultant and his Principal in the header, the Partner in the subject and the details of all related Session entries as conten. The letter should hence look like this:

enter image description here

Unfortunately, I cannot create this via a joined-report, as I will always get all related information in one long line.

How would you solve this problem?


Attribution to: mcbetz

Possible Suggestion/Solution #1

I solved this with a workaround using Microsoft Word's mail merge:

  • Export the data as .xls
  • Use Word's Mail Merge with Catalog / Category (see this topic at SuperUser) to sort the data by category

Attribution to: mcbetz
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/5612

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