Creating reports

To see screen shots of the dialogue boxes used in setting up a new report layout, see Report Designer dialogue box.

1. Click Home - Layouts - Report.

   The Reports - all dialogue box appears, showing all the reports that have been set up.

2. Right-click and click New Report.

   The New Report dialogue box appears.

   See Report properties.

   • Type - enter the type of report you want to create.

     The default is Record.

   • Report Name - enter the name of the report you are creating
   • New Page For Each Object - sets the report to print data on a new page per object
   • Specify where and how the report is printed:
     • Default Printer - specifies which printer the report will be printed from.

       Use the drop-down list to select the printer from the available printers.

       This list is generated from your Windows environment.

     • Default Tray - specifies the printer tray that the report will be printed from
3. Access Controls tab - to set access controls to define who can use the report.

   See Report Access Controls tab.

4. Click OK.
   The new report appears in a list with a preview on the right.
   During the instructions that follow, if you cannot see a dialogue box you need, in the Content Manager Report Layout window, click Viewto display it.
5. Double-click the report to set up the report layout, which appears in the Content Manager Report Layout window.

   See Report Designer dialogue box.

6. From the File menu, select Paper Format to set the page properties.

   See Page formatting.

7. Select the relevant report bands for the field you want to add to the report.

   See Report Bands dialogue box.

   To add a new item, drag it from the Items Available to Add list to the Content Manager Report Layout window or double-click the item.

   See Report Items Available to Add dialogue box.

8. After dropping them in the dialogue box, click in the dialogue box to see the new item you have added.

   By default, it will be in the top left corner of the Content Manager Report Layout window.

9. To force the placement, select an existing field and Content Manager will insert the new field below
10. Select the items by clicking them here, in the Item Order list or by using the TAB key.

    Hold down the SHIFT key while you press the mouse button on a field and the caption will move with the field.

    Remove items by selecting them in the Content Manager Report Layout window and pressing Delete on your keyboard.

11. Adjust the item's position and size by selecting it and modifying the settings in the Item Properties dialogue box.

    See Report Item Properties dialogue box.

    You can also move items around by dragging them to their new positions in the report layout.

12. Save the report by clicking Save or File - Save and close the Content Manager Report Layout window.
    Content Manager saves your new report and it appears in the list.

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