Creating Custom Reports
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About Custom Reports

ManageMore gives you the ability to create custom reports to list and summarize your data. An easy to use Report Wizard (see Figure 2-19) allows you to choose the columns you would like on your report, the sort order, page breaks and totaling.

In this Topic
   Custom Report selection screen
   Field by Field Help - Custom Report selection screen
   Report Wizard
   Field by Field Help - Report Wizard
   Custom Reports and Queries
   Q & A - Custom Reports

Related Topics
   2.7   How to Use Lists
   2.8   Using IntelliQuery to Find Data
   2.11   How to Use Reports and Charts

Custom Report selection screen

Custom reports are available for every list in ManageMore. Each list maintains its own set of custom reports. Many of the most common sets are also available from the Report Explorer window as well. From any list, click on the Print List button, or press <Alt+P>. You will then be presented with the Custom Report selection screen (see Figure 2-18).

Field by Field Help - Custom Report selection screen


Create a new custom report.

Create a copy of the currently highlighted report.

Edit the properties of the currently highlighted report.

Rename the currently highlighted report.

Figure 2-15.   Custom Report selection screen

Delete the currently highlighted report.

Run the currently highlighted report.

Close the report selection screen. Do not run a report.

Report Wizard

If you choose to create or edit a custom report, you will be guided through that process via the Report Wizard (see Figure 2-18). With this screen, you can define the column layout, sort order, page breaks and totaling.

Field by Field Help - Report Wizard


Go to the previous step in the wizard.

Go to the next step in the wizard.

Save the report and return to the previous screen.

Exit the report wizard without saving.

Add the currently selected field to the report.

Remove the currently selected field from the report.

Figure 2-16.   The Report Wizard screen

Move the column to the left in the report.

Move the column to the right in the report.


Print an average for the selected column. This option is available for numeric fields only.

Print a sum (total) for the selected column. This option is available for numeric fields only.

Sort Order

Select a Sort Order for the View
This step will give you three options to sort your list:

Default Sort OrderChoose this to sort your custom view in the same order that the program originally selected for this list.  
Select a Predefined Sort OrderChoose this to sort your custom view by one of it's indexes.  
Define Your Own Custom Sort OrderChoose 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.  

Define Sort Order
Click this button to define a custom sort order. This button will appear only if Custom Sort Order is chosen.

Group Heading and Footing Options

This screen will appear only if a custom sort order was chosen in the previous step.

Group Identifier in Heading

Select this checkbox to show a heading identifying the section of information to follow.

Group Identifier in Footing
Select this checkbox to show a footing identifying the previous section of information.

Group Totals
Select this checkbox to total one section's worth of information and display the total at the end of the section.

New Page After Group
Select this checkbox to end the page after each grouping of information.

Suppress Report Detail Rows
Select this checkbox to have the report print without details, thus shortening the length of the report by leaving only any identifiers and totals in the report.

Custom Reports and Queries

Custom Reports and Queries are designed to work together in ManageMore. Whenever a custom report is selected to run, the user is prompted with the Query Options screen (see Figure 2-20). From this screen, you will be able to select or create a query to use for this report. This way, you can determine exactly which records will be printed.

Figure 2-17.   Query Options

infoIf 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.  
Q & A - Custom Reports  
Q01.Are custom reports that I create available to other users?  
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.  
Q02.The program indicated that my report layout contains too many columns. What should I do?  
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.  
Q03.How can I get a count of the number of records printed?  
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.  
Q04.How do I create a Summary Report (i.e. one showing only total information for a certain field)?  
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.  
Q05.I don't see my question here. Where else can I get information?  
A05.Visit our website's Technical Support section.  

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