Creating report formats

You can create your own report formats.

1. Click Query > New Report Format.
2. In the Choose Record Type window, select a record type and click OK.
3. In the Edit Report Format window, enter a name for the report format in the Report Format Name field.
4. From the Select Fields Available for Report list, select fields to make available in a report based on this format and add the fields to the Fields in Report list. Do this by double-clicking a field in the Select Fields Available for Report list.
5. Click Author Report.
6. In the Field Explorer window, expand Database Field and then expand the HCL Compassentry to view available fields.
7. Drag the fields to include in your report format from the Field Explorer window to an area on the Design page. You can move and resize fields in any of the design areas.
8. If the File > Save Data with Report check box is selected, clear it.
9. When you are finished, click Close.
10. Click File > Exit. (Do not click File > Save As.)
11. Click Yes.
12. Click OK.
    You are prompted to save your changes to the database.
13. Click OK.