Tutorial

Lesson 9 | Creating and running reports 60
7. Clear the Customer Type checkbox.
Customer Type will appear only once in each grouping, as shown in the report preview image
in the assistant.
8. Click Next.
9. Move the Last Name field to the Sort order list.
This sorts the records in each group of customer types alphabetically by customers’ last names.
Notice that the break field Customer Type appears automatically at the top of the Sort order
list. FileMaker
Pro will group records by this category before sorting data.
10. Click Next.
Specify subtotals and grand totals
In the Annual Fee Report, you want to see subtotals for fees paid by each type of customer, New
and Continuing, and to see a grand total of both groups’ fees at the end of the report. To
accomplish this, you need to specify subtotal and grand total summary fields in the New
Layout/Report assistant.
The summary field you will use is Annual Fee Revenue, which has already been defined for you
in the sample file. Annual Fee Revenue totals the fees entered in the Fee Paid field.
1. For Summary field, click Specify and select Annual Fee Revenue from the list of available
fields, then click OK.
2. For Category to summarize by, use the default value of Customer Type.
Clear Customer Type to
hide repeated values in
the report