Creating Reports

 

  • Develop Idea for Report
    • Look at information in List View ---Under Layout Menu Choose List
      • If needed show all records --under Organize menu
    • What is important? How many fields?
  • Create Sort
    • New Sort
    • move over field and title- decide ascending or descending
  • Create Search
    • Look at your records in List View. --Under Layout Menu--List
    • Go to the Sort you are using for this report. --Sort Icon and choose sort
    • Decide which field or fields you are going to use in your search.
    • Decide what your search criteria will be. --examples:
      • number search: >500
      • word search: Nike
    • Go to the "Search" icon and choose "New Search".
    • Title your search. Be descriptive, example: "Highest Profit Items"
    • Plug in the criteria for your search. Select the appropriate field or fields and plug in information.
    • To view search go back to "Search" icon and choose the search. If the search did not work you can go to "Search" icon and choose "Edit Search" and try to fix it (Claris Works 5).
  • Create Layout
    • New Layout-title the same name as field
    • Choose Columnar
    • Decide which fields to use in layout. Item, Profit, etc.
    • Edit layout-
      • Layout Menu-Layout
      • look and fields (currency, fixed)
  • Create Report
    • New Report
    • Title and set criteria

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