Custom Reports

The 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 "Custom Reports" button on the toolbar. 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 far right section of the window allows you to choose font, font size, and how the selected report will be sorted. The middle 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 at the bottom of the screen. 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 the Report" button at the bottom.