Basic Reporting
Before you begin
Purpose of the report
Determining the layout
Finding the data
Organizing the data
Deciding what fields and tables are needed
Creating a report
Starting the program
Choosing a data source
Choosing tables
The report design environment
Sections
Toolbars
The Field Explorer
Adding fields to the report
Positioning and sizing fields
Using guidelines
Adding text objects
Saving the report
Saving with saved data
Using Autosave
The report preview environment
Navigation buttons
Refreshing the data
Getting Help
Formatting
The Report Style Expert
Using the Format toolbar
Using the Format editor
Adding lines, boxes, and graphics images
Auto-arranging the report
Changing page orientation
Setting the margins
Inserting fields into a text object
Placing multi-line text objects
Using Special fields
Filtering Data
Using the Select Expert
Selecting multiple values
Filtering on multiple fields
Modifying the Selection Formula
Record selection formula templates
Grouping, Sorting, Summarizing
Creating groups
Modifying groups
Multi-level grouping
Creating groups on date/time fields
Sorting records within each group
Summarizing group data
Selecting top or bottom N groups
Calculating percentages
Report Experts
Using a Report Expert to create a report
Setting default options and report options
Layout options
Database options
Reporting options
Field and Font settings
Setting Report Options
Adding Flexibility to Reports
Linking tables
Adding multiple tables to a report
Using Smart Linking
Creating and using formulas
Using formulas
Working with the Formula Editor
Using numeric calculation
Manipulating strings with formulas
Doing date calculations
Applying Boolean formulas
Making decisions with formulas (if…then…else)
Conditional reporting
Using the Highlighting Expert
Section formatting
Conditional formatting
Creating summary reports and charts
Hiding sections
Drilling down on summary fields
Creating charts
Formatting charts
Choosing a template
Defining the grid
Showing data labels
Using the Analyzer tab to modify charts
Changing object colors
Auto arranging
Distributing Reports
Exporting reports
Exporting to a disk file
Exporting to an HTML format
Exporting to an application
Appendix A - Mapping
Creating a map
Understanding map types
Using the Analyzer tab to modify maps
Changing map layers
Using the Map Navigator
Resolving data mismatches
Appendix B – Creating an ODBC Connection to a Data Source
Appendix C – Pre-Qualification Exercise for Power User workshop
Appendix D – Xtreme Sample Database
Appendix E – Reference list of functions and operators
Appendix F – Glossary