Report Setup FAQ
The following sections provide answers to common questions about report setup:
Maintenance Connection uses the copy report feature to create new reports. This feature provides an expedient method to create a new report, as important report dimensions are already defined.
Report columns can include special formatting, such as background colors or borders. This special formatting is defined using options in the Report Field Options window, accessible from the Report Setup window.
Features are also available to apply conditional formatting to column data. Conditional formatting allows you to specify special formatting when the value in a field meets a certain criteria.
For more information on column formatting, see:
The fields displayed on the report are defined in the Display field at the top of the Report Setup window. You can add new fields to a report, remove fields from a report, and change the order of fields displayed on a report.
For more information, see:
You can define up to five levels of sorting and grouping, using the options available on the General > Sort/Group sub-tab of the Report Setup window. If a sort field is specified to group, all records of the same type (sort value) will be grouped together.
Report columns are displayed in the order specified in the Display field in the Summary area at the top of the Report Setup window. The order of field display can be modified using the arrows to the right of the Display field.
Field order can also be modified in the Report Preview window by clicking and dragging the column header.
Options on the General > Sort/Group sub-tab of the Report Setup window allow you to specify that report data should be grouped so that records of the same type are grouped together. When specifying that the report should be grouped by a designated sort field, you can also indicate whether or not totals should be calculated. When the Total check box is selected, all numeric fields in the report will be totaled for each group.
If you only want to have specific numeric fields on the report totaled, select the Total check box and then disable the Total if Selected setting in the Report Field Options window for fields you do not want to total.
Options on the General > Settings sub-tab of the Report Setup window allow you to specify whether or not detail records should be shown in the report. To configure the report to only show summary calculations for defined groupings, select the Totals Only check box on the General > Settings sub-tab.
After selecting on the Totals Only check box, reports can be modified to only display the total calculations for each defined group.
How do I create a new report?
