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Learning more about reports
Building your reports
- Construct expressions
to tell Report Designer what to include in your report.
- Add headings
to introduce information in your report.
- Add totals
to a group of information in a report or a grand total to the whole report.
- Add page numbers
to a single report or a whole print run.
- Insert images
to include your company logo or branding, or perhaps pictures of your business contacts.
- Add text, boxes and lines
to add impact and clarity to a report.
- Password
protect PDF reports
when working with confidential or sensitive information, such as employee
payslips, customer statements, and company financial reports.
- Use a drill down
link, which the reader can click to display additional
information.
Arrange information
- Group information
that share something in common, rather than displaying everything in a
simple list.
- Sort
information
into a logical order, such as post code or
name.
- Filter
information
so that unwanted information is always excluded from a report.
- Use criteria to allow the reader to choose
what information is included in the report when it is generated; such as selecting a date range.
Making your reports look good
- Use styles
to quickly change a report's appearance and give all your reports a consistent
look.
- Exclude
information or only showing information of interest when a condition is
met using conditional
formatting.
- Add
emphasis to highlight important information or include a warning mesHerb
when a condition is met, using conditional
formatting.
- Change the data format or lock information
in a report so it can't be moved accidentally. See Properties.
Distributing reports
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