Creating Custom Reports
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Default Sort Order | Choose this to sort your custom view in the same order that the program originally selected for this list.
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Select a Predefined Sort Order | Choose this to sort your custom view by one of it's indexes.
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Define Your Own Custom Sort Order | Choose this to sort your custom view in any order you want. Should you choose this option, you would then click on the Define Sort Order button, and then choose up to four fields that ManageMore will sort this list by.
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If a list is being viewed such that only the matched records of a particular query are being shown, then the current query will automatically be selected when a custom report is run.
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Q & A - Custom Reports
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Q01. | Are custom reports that I create available to other users?
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A01. | Yes. All custom reports are shared among all users of the system. You can restrict which users can select custom reports using the Security Administrator.
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Q02. | The program indicated that my report layout contains too many columns. What should I do?
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A02. | The system will automatically switch to landscape printing, when portrait-style is not wide enough. If there are still too many columns, you must edit the report and remove unnecessary fields.
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Q03. | How can I get a count of the number of records printed?
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A03. | Select the "Record Count" field included on all custom report lists. This field will print a value of "1" for each record. Thus, by specifying a total for this field, you will achieve a record count.
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Q04. | How do I create a Summary Report (i.e. one showing only total information for a certain field)?
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A04. | Simply select the field by which you want to total (e.g. Category) and the field to total (e.g. Balance). Be sure to select the "Total" checkbox for the field to sum. Then, select a "Custom Sort Order" and choose the category field. Finally, select the options to provide a "Group Identifier in Footer" and "Group Totals" as well as the option to "Suppress Printing of Detail Rows.
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Q05. | I don't see my question here. Where else can I get information?
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A05. | Visit our website's Technical Support section.
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