Creating Reports

Use Report Writer to select information from the database for reporting purposes. You can gather data on customers, products, or accounts in any combination you need.

To create a report:

  1. Log into the character-based system. This feature is not available in Solar Eclipse.

  2. From the Reprts menu, select Report Writer to display the Report Writer view of the Report Writer/Mass Load Design screen.

  3. Design the report layout.

  4. When a dictionary item in a column of the layout requires additional data in order to produce accurate information on the report, use the Column Data hot key to enter the required column data.

  5. Use the Sel Build or Adv Selection hot key to select and sort the records to include in the report.

Note: You can perform steps 4 and 5 before or after starting the report driver in step 6. If you do this before starting the report driver, you can save the data and selection criteria as defaults stored with the report design.

  1. Use the Run Report hot key to run the report driver.

The Report Driver screen displays the prompts and default data entered for the required column and selection data.

  1. Edit or enter any missing column data or selection data by doing one of the following:

  1. Set options, if needed, and generate the report.

See Also:

Designing Report Layouts

Setting Report Writer Options

Entering Column Data

Entering Record Selection Data

Running Report Writer Reports