Adding a Custom Report

  1. From the Report Writer screen, select the report group (query or view group) for which to add the new custom report by clicking on the name of the view group in the Report Groups List.

Tip:  If desired, click the Directory button after clicking on a report group to view a list of the files from which fields can be included on a report in the particular report group.

  1. Click the New Record button located at the top of the screen to create a new report in the selected report group.

  2. Complete the report settings for the new report.

Steps to Complete Report Settings

  1. Define the categories/screens for the new report.

Steps to Define Categories/Screens

  1. The Edit Report screen will appear for the report, showing the Page Header, Detail, and Page Footer sections.

  2. At the Edit Report screen, enter the information to be printed in the Page Header section, or suppress the Page Header section so that it does not print, if desired.  Insert special fields, database fields, labels, lines, shapes, or images into the Page Header section, as desired, and then resize, format, move, and align the items (objects) as needed.

Note:  When creating a new report, the system automatically includes six standard header fields in the Page Header section, but the fields can be changed or deleted, if desired.  The six standard header fields include the system field from the database for the organization name and the special fields of Report Name, Page Number, Print Date, Sub Heading, and User ID.

Tip:  If the standard header fields are not centered within the Page Header section, click the Adjust Header Fields button to align the standard header fields correctly within the Page Header section.  If the Page Header section is not needed, suppress the section so that it does not print by first clicking the title bar for the section and then selecting False in the Visible field under the Behavior section in the Properties List.

Steps to Insert a Special Field

Steps to Insert a Database Field or Formula

Steps to Insert a Label

Steps to Insert a Line

Steps to Insert a Shape

Steps to Insert an Image

Steps to Resize Objects

Steps to Format Objects

Steps to Move Objects

Steps to Align Objects

  1. Enter the information to be printed in the Detail section, or suppress the Detail section so that it does not print, if desired.  Insert special fields, database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Detail section, as desired, and then resize, format, move, and align the items (objects) as needed.

Tip:  If the Detail section is not needed, suppress the section so that it does not print by first clicking the title bar for the section and then selecting False in the Visible field under the Behavior section in the Properties List.

 

Steps to Insert a Subreport

Steps to Insert a Barcode

  1. Enter the information to be printed in the Page Footer section, or suppress the Page Footer section so that it does not print, if desired.  Insert database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Page Footer section, as desired, and then resize, format, move, and align the items (objects) as needed.

Note:  Initially, the height for the Page Footer section will be set to zero (0), and the section will need to be resized prior to inserting any objects into the section.

Tip:  If the Page Footer section is not needed, leave the height set to zero (0) if there are no objects in the section, or else suppress the section so that it does not print by first clicking the title bar for the section and then selecting False in the Visible field under the Behavior section in the Properties List.

  1. If desired, add the Report Header and Report Footer sections to the report, and then enter the information to be printed in the sections.  To add the Report Header and Report Footer sections, select the Insert menu and then Report Header/Footer.  The Report Header and Report Footer sections will be included on the report.  If one of the sections is not needed, suppress the section so that it does not print.  Insert database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Report Header and Report Footer sections, as desired, and then resize, format, move, and align the items (objects) as needed.

Tip:  If the Report Header or Report Footer section is not needed, suppress the section so that it does not print by first clicking the title bar for the desired section and then selecting False in the Visible field under the Behavior section in the Properties List.

  1. If desired, add groups to the report, and then enter the information to be printed in the Group Header and Group Footer sections.  Insert database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Group Header and Group Footer sections, as desired, and then resize, format, move, and align the items (objects) as needed.  Also, utilize the Properties List (located in the lower right corner of the screen) to change the defined properties for the Group Header and Group Footer sections, if desired.

Tip:  If the Group Header or Group Footer section is not needed, suppress the section so that it does not print by first clicking the title bar for the desired section and then selecting False in the Visible field under the Behavior section in the Properties List.

Steps to Add a Group

Steps to Change a Group

  1. If desired, add report parameters to the report.

Steps to Add a Report Parameter

  1. If desired, add a filter records formula to the report.

Steps to Add a Filter Records Formula

  1. If desired, add report selections to the report.

Steps to Add a Report Selection

  1. Click the Save button.