Pro-Form Quick Start 9.0 User's Guide download pdf (Page 59)

Lesson 9 | Creating and running reports 59

5. Select Include Subtotals and Include Grand Totals, if they are not already selected.

Notice how the report preview in the assistant changes, giving you an idea of how your report

will look with the current settings.

6. Click Next.

Select the fields used in this report

1. Select the first field to be used in this report, Customer Type, and move it to the Fields shown

on layout/report list.

2. Select and move the Last Name field.

3. Select and move the First Name field.

4. Select and move the Fee Paid field.

5. Click Next.

6. You want to group the records by Customer Type, so move this field to the Report categories list.

Select Include Subtotals

and Include Grand Totals

The report preview

updates when you

choose a layout type

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Pro-Form Quick Start 9.0 User's Guide Page 59