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Adding a Custom Format

NOTE: Not all reports can be customized. If a report is customizable, a "Custom Report" option will be under "Report Format."

To create a new custom report, select "Custom Report" from the "Report Format" and click [Add].

You can create a new report from scratch or edit a copy of an existing report.

General Tab

Enter the name for your report in the "Report Name" field.

Choose the style and data to base the report on: "Report Based On." You'll see several options for the report orientation and data set to use for your report. If you want to create a report from scratch without any of the default data on the report, you'll need to select an orientation that is "Blank."

Under "Report settings" you can allow the report to be copied to other activities or make the report available to all.

Report Layout Tab

This is where you will choose which data to display on your report. Drag and drop the "Available Fields" into the "Selected Columns" or "Selected Rows." The report's Available, Used, and Remaining space (report width) is listed below the columns and rows. Each "Available Field" lists the space it'll consume in parentheses next to the field's name if the field is used as a "Selected Column."

After dragging and dropping the fields you want to see on the report into a column or row, [Refresh] the preview and scroll down to see what the report will look like when you run it.

Additional Filters Tab

Filters are used to remove data from your report. ALL data that does NOT meet each of the filters outlined in your custom report will be removed from the report.

In this example, there are two filters, one for Last Name - Equals - John and one for City - Not Equals - Sandy. With these filters in place, when I run the report, it will only pull data for patrons with the last name "John" and who are not from the city "Sandy," all other data will be removed from the report.

If you don't want to remove any data from your report, do not set any filters.

Sort Order Tab

With the "Sort Criteria," you will choose which data is displayed first. If I [Add Sort Criteria] and set "Sort Criteria 1" to "Last Name," it will sort the report data alphabetically by last name.

The sort order will give priority to the first criteria set. If I add another sort criteria for the first name, "Sort Criteria 2," set the "Filter Field" to "First Name." It will sort the report by last name, then first name.

Click [OK] to save your custom report.

Run your New Custom Report

After you've created a custom report, select your "Custom Format" and click [Run Report].