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Format Group 

1. The Format options determine the file format output. HTML is selected by default. 

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2. Click the drop-down arrow to display alternate file format output options. 
   

3. Modify the report output format, as desired.

   1. Leaving the format output as HTML during query development makes the process move a lot quicker. This is due to the formatting that has to take place to display the data in other formats. If you need Excel output, it is recommended to leave the format set to HTML, and later, after the report is built and the query is tested, change the output to Excel to get the desired format.

4. File is used to create hold files, and Chart can be used to create a chart from the data in the report.  

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Design Group 

1. The Design group determines the design mode that displays when building your report. Live Preview is the design mode selected by default. Query can be used to increase response time when adding fields to the report.

2. Select an alternate design mode, as desired.  

   1. Query and Live Preview alter your workspace, while selecting Document places you into a different, more advanced mode where you can place many queries, charts, or reports together.

3. Click to Use Sample Data for quicker development as you design your report. Data from Source is selected by default.  

4. As desired, modify the Records selection to set the number of lines of data that display as you design your report. To modify, click the Records dropdown and select an alternate numeric option. 

Filter Group 

1. Use the Filter group to create a new filter by clicking the Filter option. For more information, see Filtering a Report.

Report Group

1. Use the Report group to enhance the format of the report in several ways.

2. Explore the Theme and Style options to modify items such as font size, font type, alignment, etc. 

3. Click Banded to identify a color scheme to apply for banded rows and columns to your output data.  

4. Click the Header & Footer dropdown to apply Report and/or Page Headers/Footers, as desired.  

5. Enter the desired text in the Header & Footer dialog box. Use the drop-down on the far right to insert preformatted text content (e.g., the date).

6. Click the Column Totals dropdown to select an option from the drop-down, as desired.  

7. Click Row Totals to show row totals, as desired.  

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