In Step 3, you specify which fields appear in which places in the report. The way you do that is by dragging a field name from the list on the left to the appropriate place at the right.
For example, to use the Amount field as a data field, click it in the list, hold down the mouse button, and move the mouse until it's over the box below the word "Data," then let go of the mouse.
You can have more than one row field and more than one data field if you want; simply drag as many fields as you wish to the appropriate place. The order in which you drag the fields is the order in which they appear in the box and the order in which they appear in the report. Fields may be moved up and down to change the order; to do this, click the button in front of the field to move and drag the button up or down in the list. Fields appear in the Data box with the type of summarization for the field in parentheses. For example, if Total Price is summed, it appears as "Total Price (Sum)."
You can only have a single page field and a single column field.
To remove a field from a place on the report, drag it from the appropriate box back to the list at the left or select it and press the Delete key.
Fields in the Available list are not used in any way in cross-tab reports.
To change how a field appears in the report, select it and click the Properties button. This displays the Properties dialog. You can also display this dialog by double-clicking the field or selecting it and pressing Enter. Hover the mouse pointer over a field to display what settings for the field have been changed from their defaults (if any).
Click the Advanced button to customize how the report runs.
© Stonefield Software Inc., 2023 • Updated: 11/23/23
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