Tutorial

Lesson 9
Creating and running reports
The process of retrieving and organizing data from a database is
called reporting. Summary reports present just the totals of your
data; they do not break information into smaller groups.
Subsummary reports, also referred to as reports with grouped data,
categorize information by a particular field or fields, allowing you to
group information hierarchically. This subsummarized information
can then be subtotaled, averaged, or counted.
In this lesson you will:
1 generate a report with grouped data
1 generate a report with grouped data and totals
1 save a report as an Adobe PDF file and send it as an email attachment
Generate a report with grouped data
About subsummary reports
A report with grouped data requires a number of elements to work
properly.
Subsummary reports include:
1 a subsummary part in the report layout for each level of detail you
want to break out. The New Layout/Report assistant creates these for
you.
1 a field or fields to group records by. These fields are referred to as
break fields.
1 records sorted by these break fields, in the order the subsummary
parts appear on your report layout.
Create a subsummary report
To create the Membership Type Report:
1. Open the Tutorial folder on your hard drive.
2. Open Sample Copy.fp7.
3. In Layout mode, choose Layouts menu > New Layout/Report.
4. For Layout Name type Membership Type Report.
5. Select Columnar list/report for the new layout type and click Next.