Lesson 1: Creating a Report


Let's create a report showing quote information. First, click the New button. Choose Quick Report Wizard from the Report Types dialog and click OK. The New Quick Report Wizard appears. In Step 1, enter "Quotes" for the report name. Enter any comments you wish about the report.

Click the Next button to go to Step 2. Find "Document Number" in the Available Fields list, click it, and click the Add button (which looks like a right arrow) to add it to the Selected Fields list. Select "Document Items" from the Table drop down list and add the "Description," "Qty Total," "Unit Price," and "Extended Price" fields.

Let's see what the report looks like: click the Preview button (the following image shows a "zoomed out" version of the report, which you can set by changing the page magnification to 75%).

It's not a bad start, but let's format it so it looks like we expect. Close the preview window, and then select the "Document Number" field in the selected fields list, click the Properties button below the list, select the Grouping page, and turn on the Group on this field setting.

Let's preview it again.

That's better. However, there aren't any subtotals. Close the preview window, select the "Extended Price" field, and click the Properties button. On the Format page, set the Summary option to "Sum." Close the Properties dialog and preview again.

That's more like it. The listing is grouped by document number and is laid out as we expect.

To save this report for future use, click the Finish button. It will appear in the Reports Explorer list.