To add a calculated field to a report layout, follow these steps:
HINT-- To change the field label, double-click in the label, then type new text into the text dialog.
To create a new report that shows some information about each project, follow these steps:
Choose Report Display from the Options menu to control the appearance of the report window when the current report is visible.
To change the report display, follow these steps:
You can set the following report display options:
Item Range-- Choose the range of records that you'd like to include in the report, when the report is first opened. If you'd like the user to be able to change the item range, turn on the User Can Change checkbox. HINT-- Turn off the User Can Change option if an item range doesn't make sense for the report. Otherwise it may confuse users.
Date Range-- Choose the range of record dates that you'd like to include in the report. If you'd like the user to be able to change the date range, turn on the User Can Change checkbox.
Date Field-- Choose the date field to use when finding records in a date range. You can use the date entered, the date paid, or other date fields.
User Can Change Breakdown-- Turn on the checkbox if you'd like the user to be able to change breakdowns when looking at the report. HINT-- Breakdowns don't apply to reports that don't show a table (e.g. Income Statement and Balance Sheet). Some report tables like the job costing reports also ignore the breakdown values.
One Record Report-- Turn on the checkbox to make a report that applies to just one record. Many of the "stock" reports are already set up this way (for example, Projects-- Costs By Category).
Update on Opening Window-- Turn on the checkbox to fill in values as soon as you open the report window. Turn it off for long reports that you'd like to set up before filling in values.