Creating a Custom Report

To create a Custom Report, you will complete two main tasks: (1) Creating and setting up a Layout and (2) Creating and setting up an
    Image. These instructions will assume you are creating a new custom report using a previously set up layout and image.
To create a Custom Report:

          PART I: Choose and set up the Layout:
  1. Open the Custom Report application.
  2. Select the Layouts option
  3. In the Available Layouts list, select a layout that is setup similar to the one you want to use, and click the Add Icon.
    The Add Layout dialog box appears.
  4. In the New layout name box, enter a name for the layout.
  5. Select the Copy from Layout check box and click OK.
    The Edit Layout dialog box appears.
  6. Now you'll set up the layout. Options are provided on three tab dialog boxes:
    Configuration tab - The options on this tab enable you to specify the column information, the report format and the report data label.
    Columns tab - The options on this tab enable you to configure the report columns. You can specify the type of data to calculate and
      display in the columns, set up custom column titles, and display special symbols and database fields in columns.
    Header/Footer tab - The options on this tab enable you to configure a custom report header and footer to display on each page of
      the report.
  7. When you have finished setting up the layout, click OK.
    The Custom Report main window appears.
          PART II: Set up the Image:
  1. Select the Images option
  2. In the Available Images list, select an image that is setup similar to the one you want to use, and click the Add Icon.
    The Add Image dialog box appears.
  3. In the New image name box, enter a name for the image.
  4. In the Use Layout box, click the arrow and select the layout you set up in Part I.
  5. Select the Copy from image check box and click OK.
    The Edit Image dialog box appears.
  6. Now you'll set up the image. Options are provided on three tab dialog boxes:
    Where tab - The options on this tab enable you to specify: where the report is sent, the report format (file type and font), and the
      application to use when automatically opening a generated report.
    What tab - The options on this tab enable you to choose the Account or List on which to report.
    When tab - The options on this tab enable you specify the report period.
  7. Click Save.
    The report image is saved.
      The specified report period is not saved with the image. If you are going to Autoload the report, you will set up the report period
             in the Autoload Scheduler application.
  8. Do one of the following:
    Click Autoload to set up your report for an Autoload
    Click Print to immediately run the report.
    Click Close to exit the Edit Image dialog box.
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