The Report Design Process

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Whilst in the Change Report page you can click the Report Designer icon, Report Designer icon to open the Report Designer window.

The Process

Whether you start your layout in the Change Report area or not you need to:

  • select a reporting sub area for the layout. This gives you access to data.

  • select a report template.

  • add data fields.

  • add totals and filters.

Once you start working in the Report Designer area, you must

  • define the report settings.

  • insert additional headers and footers as required.

  • select or insert objects into the headers, detail area and footers.

  • edit the properties of the objects.

  • apply borders if required.

  • apply styles to an object if required.

  • align objects for presentation.

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