Reports allow you to view your data (or a subset of your data) in various formats that you can use to check aspects of your data entry, or and\/or share that data with others.<\/p>\n
They also form the basis of To create a report, use the Publish<\/a> or the Publish > Publishing Tools Finder…<\/a> menu and select the report you want to create.\u00a0 \u0192h<\/span><\/span> offers a wide selection of Standard Reports<\/a>; you can also use any of those Standard Reports as the basis for a Custom Report<\/a>.<\/p>\n Once you have selected the report you wish to create, you will often be presented with a list of records to select those you wish to include in your report. After you’ve made a selection (if necessary) the Report Window<\/em> will open to display the report. You will then be able to modify the records in the report by using the Records… <\/em>button in the right hand panel in the Reports Window<\/em>.<\/p>\n In the Select Records<\/em> dialogue choose one or more Individual records using the:<\/p>\n In the\u00a0Select Named Lis<\/em>t\u00a0dialogue choose one of the lists.<\/p>\n<\/div><\/details><\/div>\n In the\u00a0Select Records<\/em>\u00a0dialogue choose one or more\u00a0Media\u00a0records using the:<\/p>\n In the\u00a0Select Records<\/em>\u00a0dialogue choose one or more\u00a0Source\u00a0records using the:<\/p>\n In the Report Window use the Report > Report Options<\/a> command, or the Options<\/em> button in the right-hand panel, to open the Report Options<\/em> customisation dialogue, and review the advice via the Help button on each tab or at Report Options Dialogue<\/a>.<\/p>\n Further advice is given here:\u00a0 Report Content, Media, Format and Layout<\/a>. We also have Report Tips and Tricks<\/a> that cover some little known areas.<\/p>\n Once you’ve created a report with the record set and options you require, the right hand panel in the Records Window gives you various options for saving or printing.<\/p>\n Print…<\/em> and Printer Setup…\u00a0<\/em>allow you to print to the printer of your choice, with options that will be very similar if you’ve ever printed from another Windows programme.<\/p>\n Save Report As…\u00a0<\/em>allows you to choose:<\/p>\n Reports have a lot of uses, not all of which may be immediately obvious.\u00a0 Here are a few suggestions to help new users get started and avoid major pitfalls.<\/p>\n If \u0192h<\/span><\/span> cannot deliver what is needed, the following options and workarounds may be helpful.<\/p>\n More tips and tricks will be added here from time to time, based on what comes up on the Forums for getting particular presentation and formatting features, or other uses for reports that we haven’t thought of.<\/p>\n <\/p>\n <\/p>\n","protected":false},"template":"","fh_version":[14,15,739],"skill_level":[18,17,16],"topic":[61],"class_list":["post-11179","kb_article","type-kb_article","status-publish","hentry","fh_version-v5","fh_version-v6","fh_version-v7","skill_level-advanced","skill_level-intermediate","skill_level-newcomer","topic-reports-and-books"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/11179","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/types\/kb_article"}],"wp:attachment":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/media?parent=11179"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=11179"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=11179"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=11179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Creating a Report<\/h2>\n
Selecting Report Records<\/h2>\n
Reports on Individuals<\/h3><\/summary>
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Reports on Named Lists<\/h3><\/summary>
Reports on Media<\/h3><\/summary>
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Reports on Sources<\/h3><\/summary>
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Setting Report Options<\/h2>\n
Saving or Printing a Report<\/h2>\n
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Using Reports<\/h2>\n
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