Paul, thanks for the reply. It looks like you have this sort of procedure really figured out. I downloaded the files, went through the tutorial and tried to understand it the best I could. This sort of thing is really over my head, and I'm trying to find my way through the dark.

I applied the steps to my own mail merge attempt and am having trouble getting the Key field to not repeat so that the data that relates to a certain key value gets displayed in list form. Here are some screen shots to hopefully give you an idea of what's going on.


Data source (notice the IF field, which did result in effectively totaling individual key 'Total Sales'):




Word document with merge fields:




Merge fields with codes revealed:




Merged document results:



And of course, when I put a page break in the Word merge document (via your instruction of CTRL-ENTER), the result is a different page per entry rather than consolidating all the order info per customer name (key).

Any ideas what I'm doing wrong?