Report Writer - Overview

The report writer is a powerful tool that lets you tailor a report by limiting the range of included records and by specifying the sort options. After defining the options, you can save the settings with a specific name for each set that you define. You can reuse any settings that you have already defined and saved. The table below provides links to topics that describe the Report Writer features in detail.

Tips:

The Report Writer is only active for reports that are specifically designed to use the Report Writer features.
You can identify a report that uses the report writer by the row of buttons in the left panel of the Report Writer prompt.

Directions:

Tip: To see an example of the Report Writer prompt, click More.

Report Writer Window Example:

Tips:

To see detailed instructions for each section in the example below, the cursor becomes a hand when you position the cursor over the section. Click once to display the associated topic.
The list of Range Fields and Sort Fields varies for each report.

To use the Report Writer...

1. Follow the specific WebHelp directions to open the report you want to run.
Tip: When you open the report, the DEFAULT report settings display.

2. If you want to use existing report settings, click Open and select the name of the settings.

Or, you can change the settings on the fly using the Range Options, Sort Options, and Additional Options.

3. If you want to save the current report settings, click Save and specify the name of the settings.

4. To generate the report:

Click Print View to display the report.
Or, click Print Report to send the report to the default printer.

Tip: After you click Print View or Print Report, you may see a prompt for additional report options. For more information, refer to the instructions topic for the specific report.

Report Writer Features
Toolbar	Describes the buttons on the Report Writer Toolbar.
Range Options	Describes how you can limit the records printed on a report by specifying whether to include or exclude a range of values or a list of values for any of the eligible fields.
Sort Options	Describes how you can specify the sort sequence of the records printed on a report. For sorted fields, you can specify page breaks and whether to print subtotals.
Report Settings	Describes how you can save specific settings for a report to be reused later. The settings include the Range Options and Sort Options specified for a report.
Additional Options	Describes additional Report Writer options including the Cover Page, Detail Separator, Cue Cards, Font Size, Print View, and Print Report.