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Notes:
A tabular report
lists the selected data in columns and rows. There are no summary operations,
such as min, max, average, and count performed on the data. If the report you
are creating includes a drill down report, if you create the drill-down
report first, it is available in the Drill Down Report selection list.
More
To create a tabular report:
From the Main
menu, select Reports.
The Reports screen appears. From the submenu
under the main menu, select Create New Report.
The Select Report Type screen appears. Select the
Tabular Report option button and click Next
The Select the Report Columns- Step 2 of 4 screen appears From the Data
Type column, select the category of data you want to include in the report.
The Available Columns section fills in with the fields for the data
type you select.
Note: If
you are creating a drill-down report, you must include the field that
is the category field charted in the parent report. Typically a drill-down
report provides additional details for this category field.
From the Available
Columns list, select a field and click the arrow pointing right.
The field appears in the Selected Columns list. The fields are displayed
in the report in the order in which you select them.
Note: To select
all fields from the Available Column list, select the double arrow pointing
to the right. To remove fields, use the left-pointing arrows.
Tip: If
the report includes a Customer # column, the customer # is a link to access
the customer's Basic screen.
To add fields
for a different data type, select the type from the Data Type list and
repeat step 5. When you have
added all the fields for the report, click Next.
The Select the Report Criteria Step 3 of 4 screen appears. Add filters
used to select the data for the report. How? To proceed
to the next screen, click Next.
The Select the Chart Type - Step 4 of 4 screen appears. Do one of the
following:
If you
do not want to add a chart to the report, keep the selection from the
Chart Type list as None and click Finish. Add
a chart to the report. More
To continue
to the next screen, click Finish.
The Save - Run Report screen appears.
Do one or both
of the following:
To save the report
definition, click Save before clicking Run to generate the report. This
means that the definition is available for future generations. To run the report,
click Run.
You do not need to save the definition to run the report.
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