Report Designer Settings

When you are performing an Expert Batch, you can select a pre-designed report format that you have created with the Report Designer.

To create a report format:

1. Go to Reports > Expert Batch > Exp Batch Upload.
2. On the Batch Entry Settings window, enter a Title, Description, and Output Name.
3. Select a Database from the Database pull-down menu. In this example, we will use the FLIS database.
4. Click on the Create button to open the Report Designer Settings window.
5. On the Report Designer Settings window, you can select Sections of a database and individual Fields so only the data you have retrieved from search results will appear on printed reports. You can create a report format before, during, or after a search, but you must create the format before you can print the results of the search.
6. From the Group drop-down list box, select the format group.
7. Enter a Report Name.
8. Enter a Description of the report to further identify the customized report. The description appears only on this window.
9. To select the search items (sections and fields) that will print on the report, click the Layout button. A Report Data Layout window displays that allows you to customize the data for your report.
10. To add a section, click the Sections button, highlight a section and click the << Add After button to add the section to the Selected Sections/Fields list.
11. You can then add specific fields by clicking the Fields button, highlighting a field, and then clicking the << Add After button.
12. To reset the fields for your section in the Selected Sections/Fields list to the default fields for that section, click the Remove >> or Remove All >> button.
13. Click the Save button to save your customized report format and data and close the window.
14. Click the Close button if you don't want to save your selections.