Clicking <Modify> from the Report Setup screen gives you a screen with multiple tabs containing options from which you can select. Any changes will affect only this report run.
<Preview> will compile the report so see your changes. When you cancel out of the previewed report, you will be back on the Modify screen.
<Save> will prompt you to save the changes, then will take you out of the Modify screen back to the Reports screen where you can preview the report, with the changes you've made, along with any other reports you have selected.
Also see the Help document #715 on adding fields to a report.
TABS
Report Information
Name, Description, Comment are all free-form fields for describing the report.
Marking the Hide Report checkbox will remove it from the list of available reports. Only user created reports can be hidden. They are available in the Manage Reports list.
Page Layout
Title - displays, centered, as the first line of the report. It can be as long as you want and could include instructions to the recipients.
Report Fields
The left column lists the fields available for inclusion on the report. The right column lists those that have been selected. For a field to display on a report it must be selected on the Report Fields tab and marked in the Column Fields tab.
Modify Driver Options takes you to the Options screen where you can set the parameters relative to the report layout, orientation and presentation.
Column Fields
Select the Fields to Display - those fields marked in the Report Fields tab are listed. Mark those that should be included in the report, unmark any that should not be included.
Set the Column Order - using the <Move Up> and <Move Down> buttons (or drag and drop) the position of the columns can be changed.
Configure the selected field
Column order - lets you move the selected field to a different position.
Column label override - the column label defaults to the field name. If something other than field name is desired, enter it here.
Text alignment - normally the default for text is left justified and dollar amounts are right justified. Settings can be set to left, right and center, which will display the field in different positions within the column.
Column Sum - the sum can be set to display in the aggregate tab of Options Override that setting for a particular column here.
Position - allows you to put the field in different positions on the report.
Worksheet Entry - puts a rectangular box around the field.
Group Fields
Select fields to group by - any field selected as a report field can be marked. An example would be tenants grouped by status or by manager. Use when there are a number of records with the same field value.
Sort order - place the groups in the order they should be listed. An example would be a unit report grouped by unit type with each zip code.
Ascending or Descending - dictates the order the sort will be listed.
Hide Group Header - suppresses the group label.
Hide Group Footer - suppresses the aggregate information for the group.
Text Alignment - determine the positioning of the value relative to the field.
Display as Section Header - centers, blocks and shades the label
Display before Column Headers - instead of being below the column headers it is above.
Start New Page - each group will start on a new page. If you group by manager, each manager will be on a new page.
Sort Fields
Select the fields to sort by - mark the checkbox next to the fields you wish to use for sorting from the list of report fields.
Set the sort order - put them in the order of major to minor using the <Move UP> and <Move Down> buttons.
Configure the selected field - sort order can be set and be either in Ascending or Descending order.
Filter Fields
Select the field to filter by - mark the checkbox next to the fields you wish to use for filtering from the list of report fields. The field type determines the filtering options.
Configure the selected field
Compare to
A value - an amount or text can be entered and can be set to either = or not = for inclusion in the report.
A range - amounts or text for start and end are entered and set to be included or excluded from the report.
Compare to Date Fields
Report date - the date in the selected field is compared to the Report date chosen when you run the reports and filtered per the Select Comparison chosen.
Report Date Range - the date in the field selected is compared to the report date range chosen when you run the report and included or excluded.
Range relative to the report date - the date in the field selected is compared to the range of days before and after the report date chosen when you run the report.
Annotations
Location - select where you want the annotation text to appear.
Options - mark the checkboxes next to the information you want to appear. The fields selected here will print in a box in the location indicated above.
Annotation Text - enter the text you want to include on the report. It will print in a separate box in the location selected above.
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