Create a Layout/Report (New Layout/Report assistant)

Create a Layout/Report (New Layout/Report assistant)

In this panel of the New Layout/Report assistant, you specify the database table this layout will access, a name for the layout, and the type of layout that you want to create.

Note You may want to review one of the following Help topics before creating the layout: Considerations when you create List view or Report layouts, Considerations when you create a Labels layout, and Considerations when you create an Envelope layout.

1.

For Show records from, choose the table that contains the records that you want this layout to display.

2.

For Layout Name, type a descriptive name for the layout.

3.

Optionally, select Include in layout menus.

If this option is selected, the layout name appears in the menus used for choosing layouts, such as the Layout pop-up menu.

4.

Choose a layout type from the Select a layout type list.

Eight layout types are available. For more information about them, see About layout types. As you select different types, the descriptive text and sample image change.

5.

If you choose List view or Report, you see additional options.

If you choose

Optionally

List view

Select Constrain columns to page width to prevent columns from extending beyond the right page margin when you print the layout

Report

Select Include Subtotals or Include Grand Totals (or both) to include summary fields in your report that total data by group (for example, total sales by region)

6.

When the options are set the way you want, click Next. Or, if you are creating a blank layout, click Finish to see your new layout in Layout mode.

Notes and tips for working with List view or Report layouts

•

You can define many variations of List view or Report layouts in the assistant. You can create a simple layout with rows and columns of data, or a complex report with data grouped by specified values with subtotals and grand totals. As you select different options in this panel, the sample image on the right changes to reflect your choices.

•

You have the option of creating a script that will sort the report later in the assistant. The script simplifies the process of viewing and printing the report. The report must be sorted properly to display summary information, and it’s easy to forget which fields need to be sorted.

•

If you create a subsummary report, you can’t choose to wrap fields to multiple lines. If you select more fields than will fit across the printed page, they extend beyond the page margin. Try either changing the page orientation to horizontal (landscape), reducing the print scale to less than 100%, or manually adjusting the fields in Layout mode.

•

If you create a List view layout and think that the columns of data might extend beyond the width of the page, consider changing the page orientation to landscape (horizontal) before you create the layout. Choose File menu > Print Setup (Windows) or Page Setup (Mac OS), and choose the landscape orientation option. (In Preview mode, you can also click Print Setup (Windows) or Page Setup (Mac OS) in the status toolbar.)

Related topics

Creating a layout

If you choose	Optionally
List view	Select Constrain columns to page width to prevent columns from extending beyond the right page margin when you print the layout
Report	Select Include Subtotals or Include Grand Totals (or both) to include summary fields in your report that total data by group (for example, total sales by region)

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