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The program has many predefined reports to select from. However, if you can't find one that suits your needs, you can create a new report. These are called Easy Reports.

Copying Existing Reports

Before adding a new report, make sure there isn't an existing report you can modify. It's much easier to modify a report than it is to create a new one.

 To copy a report
  1. In the reports list, select the report you want to copy and modify.
  2. Click Copy. The report is added to the Easy Reports section of the same report group.
  3. Select the copied report, and click Next.
  4. If needed, select a report owner and designate report access.
  5. Click Next, and follow the Reports wizard to define and customize your report.

Adding New Reports

If you can't locate a report similar to what you need, you can add a new one.

 To add an Easy Report

Tip

Before adding a report, we recommend that you outline the information you want to include and make notes about formatting. This gives you something to work from.

  1. In the reports list, select the group where you want to add your report.
  2. Click Add. Click the type of report you want to create. The new report is added to the Easy Reports section within the report group you selected.
  3. For some reports (like list and export reports), the List of Fields to Print dialog box displays where you can define which fields to include in your report. For other reports (like letters, labels, and envelopes), the Editing window displays where you can define the content of your correspondence. When you're finished, save your changes.
  4. Edit the report name and description. If needed, select a report owner and designate access.
  5. Click Next, and follow the Reports wizard to define and customize your report.


New Easy Reports are automatically added at the end of the Easy Reports section. You can reorder them and create subgroups to further organize your reports.

 To organize Easy Reports
  1. In the report list, expand the Easy Reports group heading.
  2. Click Reorder User Reports.
  3. Click the report you want to relocate, then click the up or down button to move it in the list.
  4. To create a new section, click Add a Section Name, and enter a name.
  5. Click Save/OK.


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