Using Report Settings

Home   Back   Next  

Designing and Printing Reports > Using Report Settings


Report settings let you define what data set to use for your report, the page layout settings and the options available in your design view.  The settings also enable you to specify the groups you need for your reports.  To define your report settings, click the Report Settings icon (located on the far left side of the formatting toolbar) and the Report Settings dialog will appear.





Source Table


In order to create a report, you first need to define the source data that the report is based upon.  You can define a source in the Report Settings by selecting the Browse button and then choosing a table or query from your project.


Additionally, when you first open a report, you can simply double-click anywhere on the report to immediately define your source table or query.  Once a source is defined, it will appear in the Status bar as follows:


Source: /MyDataSource



Page Layout


The Report Settings dialog also enables you to customize the page layout for the report:


Orientation:  Use the radio buttons to select either portrait or landscape orientation for your pages.
Paper Size:  Select the paper type you are using for printing or set your own custom dimensions.
Margins:  Choose the margin size that you would like to use for your report.


The default page layout options can be changed by changing your report preferences.  To change these preferences, select Options from the Tools menu and then select the Report tab.  There you may also change your default font and font size.



Headers and Footers


The Report Settings also lets you turn on and off the different sections of the report you'd like to work with.  A report detail area of a report will always appear in the Design View, but the other sections can be included or excluded as you wish.  The sections are as follows:


Report Header:  The report header appears at the very top of the report.  It only appears once per report; it does not repeat like other report sections.  It is often used for general report information or a report cover page.


Page Header:  The page header appears at the top of the page -- with the one exception being if the first page includes a Report Header section.  The Page Header repeats on every page of the report above the group and detail data.  It is often used for adding the names of the fields used in the detail section.


Page Footer: The page footer appears at the bottom of the page.  It repeats on every page of the report below the group and detail data as well as the report footer, if used.  It is often used for adding information like page number or date to each page of the report.


Report Footer:  The report footer appears on the last page of the report above the final page footer.  It only appears once per report; it does not repeat like other report sections.  It is often used to add summarized report information, like grand totals.


You may also include Group Headers and Group Footers; see the Sorting and Grouping section at the bottom of the dialog.  For details about how these sections work within a report, see Working in the Design View in the section called "Working with Report Sections."



Sort and Group Settings


You can create sorts and groups for your report using the Sorting and Grouping control.  For further information see Working with Sorts and Groups.