The toolbar contains the buttons and menus used to modify the report. Modifications can include aesthetic formatting, inserting formulas and images, linking reports, and much more. This article applies to versions released before v2021.1.

Use a CrossTab, or cross tabulation, for grouping and summarizing data fields that expands vertically and horizontally depending on the number of data groupings. CrossTabs are also known as two-way tables, contingency tables, or pivot tables.

ExpressViews are an easy way to display and visualize data. Exporting an ExpressView allows the contents of the report to be saved externally as either a PDF, Excel, RTF or CSV file, or as an Advanced Report.

In this video, we’ll be walking through creating a new Advanced Report with the New Report Wizard.

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Categories tab to select which data to use on the report.

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use Filters to restrict the amount of data displayed in the report based on a chosen criteria.

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Layout tab to initially place columns of data on the report.

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Name tab to choose a folder, report name, report description and optional filter description.

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Set Report Options in the Options tab of the wizard. The Options tab is only available for Express Reports.

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Sorts tab to apply ordering of the data on the report.

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1.