Report Layouts
This section explains how to change report layouts, and how to make new custom reports.

LAYOUT BASICS
        Custom Layouts | Menu commands | Report Tables

REPORT LAYOUT DETAILS
        Calculators | New Custom Reports | Report Display | Report Tables

RELATED TOPICS
        Calculations | Custom Layouts | Printing Reports | Print Form Layouts

Calculators

To add a calculated field to a report layout, follow these steps:

  1. Click on the Calculated Field tool (beneath the oval).
  2. Click in the layout at one corner of where you'd like the field to appear, and drag to the opposite corner.
  3. Choose the type of calculation from the Type popup. Then choose a field from the list.
  4. If you'd like to include a label for the field, turn on the Create Label checkbox (otherwise turn it off). Then click OK.
  5. The calculated field will be added at the selected location. If you turned on the Create Label option, there will also be a label positioned to the left of the field.

HINT-- To change the field label, double-click in the label, then type new text into the text dialog.

New Custom Reports

To create a new report that shows some information about each project, follow these steps:

  1. Choose Custom Layouts from the Options menu, then choose Reports from the submenu.
  2. Choose Custom Reports from the Area popup menu at the upper left corner of the window.
  3. Choose New Layout from the Edit menu.
  4. Enter a name for the new report, then click OK.
  5. You'll see a blank layout where you can add items that will appear in the report.

Report Display

Choose Report Display from the Options menu to control the appearance of the report window when the current report is visible.

To change the report display, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Reports from the submenu.
  2. Use the popup fields at upper left to choose a report.
  3. Choose Report Display from the Options menu.
  4. Set the behavior you'd like to have for this report, then click OK.

You can set the following report display options:

Item Range-- Choose the range of records that you'd like to include in the report, when the report is first opened. If you'd like the user to be able to change the item range, turn on the User Can Change checkbox. HINT-- Turn off the User Can Change option if an item range doesn't make sense for the report. Otherwise it may confuse users.

Date Range-- Choose the range of record dates that you'd like to include in the report. If you'd like the user to be able to change the date range, turn on the User Can Change checkbox.

Date Field-- Choose the date field to use when finding records in a date range. You can use the date entered, the date paid, or other date fields.

User Can Change Breakdown-- Turn on the checkbox if you'd like the user to be able to change breakdowns when looking at the report. HINT-- Breakdowns don't apply to reports that don't show a table (e.g. Income Statement and Balance Sheet). Some report tables like the job costing reports also ignore the breakdown values.

One Record Report-- Turn on the checkbox to make a report that applies to just one record. Many of the "stock" reports are already set up this way (for example, Projects-- Costs By Category).

Update on Opening Window-- Turn on the checkbox to fill in values as soon as you open the report window. Turn it off for long reports that you'd like to set up before filling in values.

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