visit the wizard
visit the wizardNow that we've created the necessary fields, we can use the New Layout/Report wizard to design the report.
On the Specify Subtotals screen, click the Specify button, select
Value Summary
in the Specify Field dialog box, and click OK. Ensure that
Account Type
and
Below record
|
Switch to Layout mode (View > Layout Mode), and choose Layouts > New Layout/Report. The opening screen of the New Layout/Report wizard appears.
Elect to Show records from
On the Choose Report Layout screen, select
On the Specify Fields screen, move these three fields into the Layout fields list (in order):
On the Organize Records by Category screen, specify
On the
We'll use the Value Summary field to calculate subtotals and a grand total for the report.
On the Specify Grand Totals screen, click the Specify button, select
On the Select a Theme screen, select
On the Header and Footer screen, set Header, Top center to
On the Create a Script for this Report screen, select
On the final screen, select
edit the layout
Now we'll change the
After making the changes in the first six steps, the layout should look like this:
The completed Account Summary Report layout.
|
/
. Select the Value Summary field in this part, as well as the one in the part below it, and format them as
Move the page number placeholder (in the bottom-right area of the Footer) slightly to the left. Choose Layouts > Save Layout to save your changes.
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