- Report Info:
Controls for the Report. Including: Name field, Description field, Default output format, margins, page numbers.
- Tables Screen:
Screen #1 - Choose the base table for the report, and research the information and fields in tables.
- Columns Screen:
Screen #2 - Add 'columns' or fields to your report. Specify column formatting for PDF printouts.
- Report Parameters - Screen Number 3:
Screen #3 - Questions to ask the user when the report is run.
- Filters:
Screen #4 - Rules for which records to include in or exclude from the report.
- Sorting:
Screen #5 - Sort options for the report.
- Sections and Totals:
Screen #6 - Dividing the report into sections and specifying totals to print at the section and report bottoms
- Form:
If the report is to generate forms, uploading the PDF form.
- Fields:
Specifying where to print data on to the form.
- Tools:
Controls for exporting the report definition, moving the report from Reports tab to Reports tab, and copying the report.
- Published Documents:
If the Report generates and 'publishes' forms (i.e. 'documents'), this screen tracks the published documents.
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