You can access reports from different locations in the program. In the left navigation pane of the major program areas,you'll see the link to Reports. The program displays the available reports for the area of the program you are currently in. To see all available reports, select All Reports.

In the Select Report window, you begin the process of selecting and printing reports. Below is a brief outline of the report process.

Select the report — In the first window, there is a list of all available reports. To expand report sections, click the triangles. Or, to view a list of all available reports, click Open All.
Review the report overview — In the Overview window, the program recaps the report settings. If everything looks okay, you can proceed straight to Preview Report or Print Report. To proceed normally through the report wizard, use the Back and Next buttons.
Select the printer — In the Select Printer window, select which printer to use, the paper style, and orientation.

Select how to print— In the Layout window, select the report layout, which includes the type of print (normal print, compressed print, etc.), the margin settings, and the various parts of the letter (letterhead, date, closing, etc.).

Some reports are called "Easy Reports." Easy reports are created by you when you add new reports or make copies of existing reports. These reports allow you to modify the content of the report. When a report is modifiable, a button displays in this window.

Select the program data you want to print and the order in which you want to print it — In the Selection window, enter the criteria you want the program to use to determine which records print. This information is called the "Selection Information".
Preview and print the report

Below are some sample windows. The report wizard takes you to each of these windows. To return to previous windows and make changes, click Back.

About Reports

Related Topics

18 Child Pages