Pro-Form Quick Start 9.0 User's Guide download pdf (Page 58)

Lesson 9 | Creating and running reports 58

3. Move the pointer over any column heading, and click the down arrow. Choose

Table

View > Reset, then click Yes to clear the dynamic report settings and display all fields

from the Data Entry layout.

Use an assistant to create a report with grouped data and totals

You can use the New Layout/Report assistant to create a report in a separate layout. When you

create reports in the assistant, you have the option of creating a script that will rerun the report to

update the data it displays.

About layouts for subsummary reports

A layout containing a report with grouped data requires a number of elements to work properly.

Layouts designed for subsummary reports include:

1 a subsummary part in the report layout for each level of detail you want to break out.

1 a field or fields to group records by (break fields).

1 records sorted by these break fields, in the order the subsummary parts appear on your report

layout.

1 a grand summary layout part.

1 summary field(s) to display totals, averages, or counts.

In this exercise, you will create a report that includes subtotals for each category and a grand total

for the entire report. The subsummary report you will create:

1 groups the customers by customer type

1 subtotals the fees collected for each customer type

1 provides a grand total of these fees

The New Layout/Report assistant creates these structures and makes these settings for you.

Create a subsummary report with totals

To create the Annual Fee Report:

1. Click Form View in the layout bar, then click Edit Layout in the layout bar.

2. Click New Layout/Report.

3. For Layout Name, type Annual Fee Report.

4. Select Report for the new layout type.

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Pro-Form Quick Start 9.0 User's Guide Page 58