How do I create a Report Maker report?

Applies to: Version 5.0
For Version 4.0, please click here to download PDF instructions.

To create a new report:

1. Go to Report Maker from the Main Menu.
2. On the Report Maker screen, select the Report Type for your report and click Create New Report.
3. On the Report Description screen, enter a report name, the title to be printed on the report, a description and creator. Then click Next.
4. On the Build Filter Statement screen, you can create up to seven filter statements to select which records will be included on this report. Click Next.
5. On the Select Fields to Include on Report screen, choose the fields you want to include on the report. Click Next.
6. On the Select Sort Order Fields screen, choose the field(s) you want to sort your report by. Click Next.
7. On the Report Output Options screen, you can preview, print or export your report. You can also change the report layout.
8. Click Exit. You will be asked if you want to save the report. Click Yes if you want to save the report. Click No to discard the report and return to the Report Maker menu.

Resources

• User Guide: Chapter 18 - Report Maker