User Manual

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Chapter 7 Exporting, Reporting & Printing

Exporting, Reporting & Printing

Spending Report Wizard Step 2

5. The default report paper size is 8.5” x 11”. To choose a different size, select one from the

Paper Size dropdown menu.

6. The default report orientation is portrait. To choose landscape, click Landscape in the

Layout dropdown menu.

7. Type a title for the report in the Title field.

8. Under the Edit Report Columns heading, design your report by doing the following:

Under Group By, choose a field to group your report by

Under Summarize By, choose a field to summarize your report by

Under Sort By dropdown, choose a field to sort the report by

Under Sort Order dropdown choose Ascending or Descending

9. Click Next Step.

In Step 3 of the Report Wizard you will further refine the report options (optional).