Report Designer: Procedures

Alerts and notices

Use the Report Designer to customize any of the available standard reports, create new reports, and add or modify financial statements and letters.

For an visual overview of the Report Designer, see Report Designer workflow.

Setting up report options

You can select options on the Report tab of the File > Page Setup dialog to modify related options in the File > Print - Options dialog in the Report Designer and in the File > Print Reports screen.

Formatting reports

Use the following procedures to modify reports in the Design grid of the Report Designer screen.

Use the following procedures to modify reports via the Design Tools pane in the Report Designer screen.

Creating reports and custom folders

Use the following procedures to add custom folders and reports in the Report Designer screen.

Creating formulas and variables

Use the following procedures to create and modify formulas and variables in the Report Designer screen.

Working with conditional expressions

Use the following procedure and examples to learn more about conditional expressions in the Report Designer screen.

Defining repeating elements

Use the following procedure and examples to learn more about repeating elements in the Report Designer screen.

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Related articles

Filtering and sorting reports

Making report options available at print time

Printing procedures

Printing reports and report profiles

Working with report profiles