The Report Writer Wizard guides you through the process of designing a custom report. Some reports are editable. If the report is editable, a Modify Report button appears.
1 | In 13-3 Report Writer, in the File menu, click New. |
2 | Type a report title in the Report Title box, then click Next. |
3 | In the Primary Table box, select a primary table from the list, then click Next. |
4 | Select a report form for the Report Form box, then click Next. |
5 | On the Display Fields window, choose a table, double-click items in the Fields list to move them to the Fields to Display box, and then click Next. |
6 | On the Group Fields window, choose a table, double-click items in the Fields list to move them to the Fields to Group By box, and then click Next. |
7 | On the Sort Fields window, choose a table, double-click items in the Fields list to move them to the Fields to Sort By box, and then click Next. |
8 | On the Selection Fields window, choose a table, double-click items in the Fields list to move them to the Fields to Select By box, and then click Next. |
9 | In the next step on the Selection Criteria window, if you enter criteria, you set up defaults. You can choose to enter default criteria, or you can leave the criteria blank. |
10 | On the Selection Criteria window, select the fields you want to use as selection criteria, and click Next. |
11 | On the Page Settings window under Page Width, make a selection, and click Finish. |
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For additional training on Sage products, visit Sage University.