Tutorial

Lesson 9
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Creating and running reports 69
Create a subsummary report with totals
To create the Membership Fee Report:
1. Click Edit Layout.
2. Click New Layout/Report.
3. For Layout Name, type Membership Fee Report.
4. Select Report for the new layout type.
5. Select Include Subtotals and Include Grand Totals.
6. Click Next.
Select the fields used in this report
1. Select the first field to be used in this report, Membership Type, and move it to the Fields shown on
layout/report list.
2. Select and move the Last Name field.
3. Select and move the First Name field.
4. Select and move the Fee Paid field, then click Next.
5. You want to group the records by Membership Type, so move this field to the Report categories list
6. Clear the Membership Type checkbox so this field is not repeated on every line in the report, then click Next.
7. Move the Last Name field to the Sort order list to sort the records in each group of membership types
alphabetically by members’ last names.
8. Click Next.
Select Include
Subtotals and Include
Grand Totals