All reports are created using the Report Wizard.
To create a new report off an existing report or to edit an existing report, please follow the steps.
Step 1: Find the existing report then click on the Edit Button.
Step 2: Report is open then click on the Report Wizard Button.
Step 3: Click on the Next Button.
Step 4: To change the name of the report according to yourself. Then click on the Next Button.
Step 5: For modifying the report using criteria filter. Then click on the Next Button.
Step 6: For modifying the report using layout fields: The grouping is the heading and this heading by which the records will show can be sorted by ascending or descending. “Click here to add a grouping” button for add a new grouping. If you want to add the column then click on the “Click here to add a column” button. You can reduce or increase the width of the column using “Change the Properties” button and to remove the extra column, select the column name and then click on the “Remove Column or Grouping” button.
Step 7: Then click on the next button.
Step 8: To see report summary, click on the next button.
Step 9: Finally click finish to complete the report wizard.
