Reports and forms

To create a custom report

Note:  You can use the Preferences window to select custom settings that affect all reports

1. You may use one or more of the four features listed below to create a custom report, and you may use the features in any order you like.

Note:  Some of your formatting changes won't appear in reports exported to Excel

The procedure for each feature starts at the Index to Reports window.

• To choose information you want to include on a report

• To change the format of a report

• To choose the fields you want to display in a report

• To resize columns and rearrange fields on a report

2. When you've finished making the custom changes you want, click the Save As button to save the report as a custom report. (To save a report as a custom report)

Related topics

• Working with custom reports
• Choosing preference settings for reports and forms
• To choose a font for all reports
• To return a report to its original format