On the Edit Report screen for the selected report, select the Insert menu and then Group Header/Footer.
Note: If the report to edit is not yet open, first complete the following: from the Report Writer screen, click on the name of the view group in the Report Groups List that contains the report for which to add a group and click on the name of the report to edit in the Reports List (or click the Find button instead to search for the desired report); then click the Edit Record button located at the top of the screen.
If the group will not be tied to a report selection, at the View Group Fields screen, select the field for which to add the group. To select a field, click the Fields tab, select the file that contains the field to insert by clicking once on the box (plus sign) in front of the file name or double-clicking on the file name, and then double-click on the field name of the desired field. To add a group on a formula instead, click the Formulas tab and then double-click on the formula name of the desired formula.
Note: The Group field (located at the top of the screen directly under the File menu) will default to New Group, and the Option field (located just to the right of the Group field) will default to No Option; in most cases, the defaults will be used for these fields when adding a group that is not tied to a report selection.
If the group will be tied to a report selection, complete the following:
In the Group field (located at the top of the screen directly under the File menu), enter the appropriate group number to assign to the group, or click the down-arrow button to select the correct one. If the group should use a new group number that does not yet exist, enter New Group in the Group field; otherwise, enter the applicable group number (such as Group 1 or Group 2, etc.).
In the Option field (located just to the right of the Group field), enter the description of the desired report selection for which to add the group, or click the down-arrow button to select the correct one. If the group is applicable to all the report selections (should not be tied to a specific report selection), enter No Option in the Option field.
Note: If a group is tied to a report selection, the group is only used for sorting the data on the report if the report selection it is tied to is selected when generating the report. If a group is not tied to a report selection, the group will always be used for sorting no matter what report selection is selected when generating the report.
Tip: A group can have the same group number as another group but be tied to different report selection in the Option field. For example, a group can be added for Group 3 that is tied to a report selection of Posted, while another group can also have a Group 3 tied to a report selection of Unposted. On the Edit Report screen, the group that is tied to the first report selection would appear as GroupHeader_03_01_ and GroupFooter_03_01_, while the group that is tied to the second report selection would appear as GroupHeader_03_02_ and GroupFooter_03_02_. Keep in mind, the number of a report selection is defined when the report selection is set up.
Select the field for which to add the group. To select a field, click the Fields tab, select the file that contains the field to insert by clicking once on the box (plus sign) in front of the file name or double-clicking on the file name, and then double-click on the field name of the desired field. To add a group on a formula instead, click the Formulas tab and then double-click on the formula name of the desired formula.
The Group Header and Group Footer sections are automatically included on the report for the specified field or formula. Edit the sections as desired by inserting database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Group Header and Group Footer sections, and then format 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.
Note: By default, the group will be added to sort the data in ascending order for the specified field or formula, but the order can be changed to descending. To change the sort order for the group, first click the title bar for the Group Header section and then select the desired option (Ascending or Descending) in the Sort field under the Data section in the Properties List.
Tip: If a group is added just to sort the data alphabetically or numerically, be sure to suppress the Group Header and Group Footer sections. To suppress the Group Header or Group Footer section, first click the title bar for the desired section and then select False in the Visible field under the Behavior section in the Properties List.
Click the Save button to save the report with the newly added group.