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Formatted Report

Formatted reports are used when you want the data being included in the report to dictate the layout and design of the final product. Formatted reports automatically include a group header and a group footer for each sort level, as well as totals for numeric fields.
The report consists of three regions: page header, detail section, and page footer. The size of each region depends on the number of fields selected for inclusion in the report.

The page heading will contain the title of the report, and the heading for each field except for those fields selected as sort items. Group heading(s) contains one heading and one field corresponding to the items selected as grouping/sorting levels. If an item is selected to appear on the report and is also selected as a sort item, it will only appear in its group heading.

The detail region of a formatted report will contain each field selected for inclusion in the report except those fields selected as grouping/sort level items (these fields will each appear in a separate group header region).

Both group footer(s) and page footer(s) will initially contain automated totals corresponding to whatever numeric fields selected in the detail.

To create a formatted report:

  • Select File > New from the main menu.
  • Select Formatted Report and click Next.
  • Select an information category and click Next.
  • In the Field selection window, select the fields you want to include in the report. In a formatted design, all numeric fields selected for display in the design will appear as totals at each group footer level. Click Next.
  • In the Report Grouping window, define the basic sort order for the report. Click Next.
  • In the Report Details window, name the report and indicate where the report is to be run.
  • Select Finish. If you selected to view the report before running it, the Report Design window is displayed.

 

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