The Report Wizard

The first step is to select the Data Source, Company, and database Table from which you want to retrieve data.

Clicking the arrow in any of the text boxes will display a pull-down list for that information.  By default, the Report Wizard will show all the tables and fields in your database.  If you have set up favorite tables and/or fields, you can click the star symbol next to to the item you are selecting to display only your favorites.  You can scroll through the list or type in the text box to find those fields that match what you have typed.

Once you click Next, you can select the fields you want in your report.  You can adjust the order in which the fields will appear in your report by clicking and dragging them up or down in the Column Order pane on the right. 

 

The next screen allows you to set filters.  Clicking the funnel symbol in the Filter Value box, will display a list of available values you can use in your filter. 

If you check the Add as a report option box below the filter, the option to set filter will be displayed to anyone who runs the report.

The next screen allows you to Group your data by a specific field you are including in your report (and, later, you have the option for including subtotals for any numeric fields you may have selected).

The next screen allows you to sort your data by any of the selected fields (in ascending or descending order).

If you have numeric fields in your report, you have the option to create totals for those fields and to display subtotals for any groups you may have created.

The next screen gives you the option to add basic Excel formatting to your report and/or to use Excel's Data Grouping feature to outline any groups you may have added earlier.

Finally, you are presented with a summary of the report you have defined.  Once you have reviewed and are ready to proceed, you can click the Finish button to create your report.