Create a Print Summary Report

 

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Use the following procedure to print a report in summary format. This applies to reports that contain sort fields set up in either section or page breaks, and if the fields are total, average, or count type fields.

 

To create a print summary report

  1. Access the Business Insights Wizard using one of the following methods:

    • Select Business Insights Reporter menu > Business Insights Reporter. If a report does not currently exist, the Business Insights Reporter Wizard appears.

    • If a report already exists, in the Business Insights - Reporter selection window, click Create a New Report. The Business Insights Reporter Wizard appears.

  2. In the Business Insights Wizard, make the needed selections for the report.

  1. In the Select Fields page, modify the fields that are going to be sorted as either a Sum, Average, or Count type.

  2. In the Define Sort Orders page, sort the fields that you want to summarize by selecting either Section or Page in the Break Type field.

  3. In the Define Groups page, arrange the fields into groups on the report.

  4. In the Define Report Options page, select the Print Summary Report check box.

  5. In the final wizard page, click Finish.

  1. When you run the report, make sure the Print Summary Report check box is selected. Click Print.

The summary report prints by section or page breaks if the fields that are being used contain a total, average, or count amounts.