A report is a layout that has a named search and a named sort associated with it. For example, you could set up a report that prints mailing labels (a Labels layout) for all addresses in California (using a named search) organized by ZIP code (using a named sort).
Before you can create a report, you need to create the layout, the named search, and the named sort that will be associated with it.
To create a report:
1 |
If you're not already in Browse or List mode, choose Browse or List from the Layout menu. |
2 |
Choose New Report from the report pop-up menu, in the status panel (on the left of the document window). |
3 |
Type a name for the report. |
4 |
Choose a layout, named search, and named sort from the pop-up menus. |
5 |
If you want to print the report each time you generate it, select "Print the Report." |
To use a report:
1 |
If you're not already in Browse or List mode, choose Browse or List from the Layout menu. |
2 |
Choose the report name from the report pop-up menu. |
To modify a report:
1 |
If you're not already in Browse or List mode, choose Browse or List from the Layout menu. |
2 |
Choose Edit Reports from the report pop-up menu. |
3 |
Select a report from the list and click Modify. |
4 |
If you like, type a new name for the report. |
5 |
Modify the report options as you wish. |
To delete a report:
1 |
If you're not already in Browse or List mode, choose Browse or List from the Layout menu. |
2 |
Choose Edit Reports from the report pop-up menu. |
3 |
Select a report from the list and click Delete. |