Custom ReportsThe custom reports feature allows you to choose
which data fields from the people screen appear on your report. You can also
save your report formats for later use. First, you should filter your people
screen list to show only the names you want to include on the report (see the
filter/search instructions in the previous section). After the list is filtered
to the names you want to include, click the "Output Options" button on the
bottom of the people screen, then select "Reports and Printouts" and "Custom
Reports". This will display the custom reports screen where you can create and
modify the content for your reports.
To begin, select an existing custom report from the Report Title list (the
Sample Custom Report is selected above), or double-click in the Report Title
selection box to create a new report. The top section of the window allows you
to choose font, font size, and how the selected report will be sorted. The
bottom section of this screen allows you to select the fields you want included
in your report. The field width is calculated automatically (in inches), but you
may need to increase the field width, especially if you are using a larger font
size.
With each field you choose, you can specify the formatting (bold, italic,
underlined) and justification (left, center, right). The fields you choose will
be previewed underneath the ruler. If the total width of the fields you’ve
selected exceed the width of the page, a new line of data will be created on the
report.
The justification of each field (left, center, right) applies to the text
inside each "text box" (based on the field width you select). In other words,
choosing a right justification for a field does not right justify the item on
the page, just within its field width.
You can choose to export the data instead of displaying the report by
clicking the "Export Report" button at the top of the screen instead of choosing
the "Preview Report" button.
