Report Wizard: Layout

Use the Layout page to create the data and look of the report. This page is different depending on the type of report you are making:

Adding data (Advanced and Express Reports)

Add data fields to display in the output of the report.

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Dragging a field to the Data Field pane

Each data field is a column of associated data values; each value belongs to a row in the category. In the Preview pane, each data field has a header and some placeholder values indicating how the values from the field will look.

To show a formula instead of the data field, click the formula Formula.png icon. Then use the formula editor to make a data formula.

Grouping data

If you have Sorts then you can group your data fields by one or more sort fields. To add a group:

  1. For each data field, select a summary function for how the total for each group is calculated.

    screen.reportwizard_summary_menu.png

    Choosing a summary function

  2. In the Summarize By pane, select the check box for every Sort category to group by. By default, this groups on the unique key of the category.

  3. Optional: To customize which data field the group category uses:

    1. In the Summarize By pane, click the name of the Sort category.

    2. Select the data field from the Summarize by each unique list.

  4. Optional: In the Summarize By pane, click the name of the Sort category to customize how the group looks:

screen.reportwizard_summary_options.png

Customizing the group design

Page header and footer

A page header is inserted by default with the name of the report. To remove the header, clear the Page Header check box. To edit the header, click Page Header. The following options are available:

To add a footer to every page, select the Page Footer check box. To edit the footer, click Page Footer. The following options are available:

To include a summarization of all the data fields at the end of the report, select the Grand Total check box.

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Customizing the page header

Styling the report (Express Reports)

You can do all your styling for Express Reports in the Report Wizard. To style a cell, click the cell and then choose from the available options:

To change the text in a header or footer, double-click the cell and edit the text. To insert a blank column between two data fields, click  Add Blank, then drag the column between the two fields. To resize columns, drag the left or right border of the column.

screen.reportwizard_resize_column.png screen.reportwizard_rename_header.png

Making changes to an Express Report's design

Premade themes

If you want to use a premade theme, or use one as a starting point for your customization, select a theme from the Theme list.

Caution: Selecting a premade theme will override your current cell styling. If you want to undo a theme selection, click the Undo Undo.png icon, or press Ctrl-Z.

What are Crosstabs?

Crosstabs are an easy way to do calculations when you have one or more groups and you want to make calculations on subdivisions of each group. Crosstabs extend horizontally for each subdivision so that you can fit many calculations in a small space.

For instructions on making crosstabs, see Crosstabs.

The Crosstab Report Wizard puts a crosstab "widget" in a new Advanced Report. When you finish, the report opens in the Report Designer. To edit the crosstab in the designer, double-click the crosstab.