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Use

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the Layout page to create the data and look of the report. This page is different depending on the type of report you are making:

  • Advanced Report: Add data fields, formulas, groups, headers, footers, and summary calculations.

  • Express Report: Add data fields, formulas, groups, headers, footers, and summary calculations. Customize the style of the report or select

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  • a premade theme

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  • .

Adding data (Advanced and Express Reports)

Add data fields to display in the output of the report.

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Dragging a field to the Data Field pane

Each data field is a column of associated data values; each value belongs to a row in the category. In the Preview pane, each data field has a header and some placeholder values indicating how the values from the field will look.

To show a formula instead of the data field, click the

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formula Formula.pngImage Modified

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 icon. Then use the formula editor to make a data formula.

Grouping data

If you have Sorts then you can group your data fields by one or more sort fields. To add a group:

  1. For each data field, select a summary function for how the total for each group is calculated.

    screen.reportwizard_summary_menu.pngImage Modified

    Choosing a summary function

  2. In

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  1. the Summarize

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  1. By pane, select the check box for every Sort category to group by. By default, this groups on the unique key of the category.

  2. Optional: To customize which data field the group category uses:

    1. In

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    1. the Summarize

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    1. By pane, click the name of the Sort category.

    2. Select the data field from

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    1. the Summarize by each

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    1. unique list.

  1. Optional: In the Summarize By pane, click the name of the Sort category to customize how the group looks:

    • Select

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    • the Add space before each unique

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    • item check box to add a blank row before each group.

    • Select

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    • the Include Header at the

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    • beginning check box to put a group field value before each group. Choose which field to use, or click the formula icon to make a formula for the text.

    • Select

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    • the Include Total at the

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    • end check box to include the data summary values, selected in step 1, at the end of every group.

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Customizing the group design

Page header and footer

A page header is inserted by default with the name of the report. To remove the header, clear

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the Page

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Header check box. To edit the header,

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click Page Header. The following options are available:

  • To include the report title at the top of every page, select

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  • the Include title at the top of every

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  • page check box.

    If you have an image in the header, choose whether the title is in a column to the Left or Right of the image, from

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  • the Position list. Choose how many columns the title spans.

  • To include an image at the top of every page, select

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  • the Include image at the top of every

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  • page check box, then

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  • click Change

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  • Image to upload an image from your computer.

    If you have a title in the header, choose whether the image is in a column to the Left or Right of the title, from

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  • the Position list. Choose how many columns the image spans.

To add a footer to every page, select

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the Page

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Footer check box. To edit the footer,

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click Page Footer. The following options are available:

  • To include the page number at the bottom of every page, select

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  • the Include page number at the bottom of every

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  • page check box.

    If you have an image in the footer, choose whether the page number is in a column to the Left or Right of the image, from

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  • the Position list. Choose how many columns the page number spans.

  • To include an image at the bottom of every page, select

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  • the Include image at the bottom of every

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  • page check box, then

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  • click Change

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  • Image to upload an image from your computer.

    If you have a page number in the footer, choose whether the image is in a column to the Left or Right of the page number, from

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  • the Position list. Choose how many columns the image spans.

To include a summarization of all the data fields at the end of the report, select

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the Grand

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Total check box.

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Customizing the page header

Styling the report (Express Reports)

You can do all your styling for Express Reports in the Report Wizard. To style a cell, click the cell and then choose from the available options:

  • Layout Options: Hide the data rows for the selected field by selecting

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  • the Suppress Detail

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  • Rows check box. Set the pattern by which the background colors for the data rows colors alternate. See Section Shading for details.

  • Font: Select a font, size, and decoration for the cell text.

  • Color: Select a color for the text and for the background of the cell.

  • Formatting: Select any additional formatting for the data. See Cell Format.

  • Alignment: Select how the cell contents should align to the borders of the cell.

To change the text in a header or footer, double-click the cell and edit the text. To insert a blank column between two data fields, click  Add Blank, then drag the column between the two fields. To resize columns, drag the left or right border of the column.

screen.reportwizard_resize_column.pngImage Modified screen.reportwizard_rename_header.pngImage Modified

Making changes to an Express Report's design

Premade themes

If you want to use a premade theme, or use one as a starting point for your customization, select a theme from

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the Theme list.

Caution: Selecting a premade theme will override your current cell styling. If you want to undo a theme selection, click

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the Undo Undo.pngImage Added icon, or press Ctrl-Z.