Reports - New Style
There are some advantages to the New Style Reports, primarily things like Parameters that allow easy lookups from related tables and other things. However, the Report Wizard is in my opinion not as good as the Classic Report Wizard. You decide for yourself.
The Report Wizard starts off like the old style, you give the report a name, this will be shown in the list of reports when finished so give the name something meaningful. This will be a Contribution list so I include that in the name. You select the data type from the drop down. Then choose either Standard or Label report types.
In the next Step you select the data source on the left by checking the box. Once you check the box data fields will be displayed on the right side of the page. (Contributions are not a "parent" table to related tables so you will only see one data source.)
There is no moving fields up or down in order to place them on the left or right of a list. When you click next you will be able to choose Grouping (or not) but if you don't choose to Group there is no Column option. The reports are always list style. For this example we will group on Contribution Date
Now when we click Next we can choose a field and summary operation. The only choice from the fields drop down is Amount, it is the only numeric field. If we just wanted to just count the number of contributions on a date we would have to do that in the designer rather than using the wizard.
The final step is for the Report Title and will default to the name you gave the report. There is no style selection, or orientation selection.
Now just like the Classic Report Wizard when we finish the report opens up in Design View and just like the Classic Reports we will have to make a number of changes for our report to be finished.
First the initial design view.
Now when we preview with no changes you see that the fields are left to right in Alphabetical order. Date fields will have to be formatted to remove the time portion and things like Fund Name and Member name initially display the unique, and unreadable value that is used to relate tables rather than a field from the table that we want to use. We click the buttons on the upper right to switch between Design and Preview mode and back again.
The first thing I will change is the Date Formats. I select the small arrow near the contribution date, then from the menu that pops up I choose the ... next to Format string which pops up a box labeled Format String Editor, choose the Date Time Category on the left then a format I like on the right and click OK.
Next I want to choose a field from the related tables for Member an Fund Names. As in the next screen shot I click the little arrow field I want to change and then click the arrow next to the table name, and I can scroll to find the field I want to use, in this example the member's Full Name. I can also resize some of the field labels and names.
One final thing I don't like in the New Style Report Wizard is the summary date include the Text Contribution Date along with the date field. So the Date Formatting won't work unless I take out the Mail Merge and change it to an expression with Contribution Date selected by itself.
Below is the modified report.
I am not through yet. First I want to move the column headings above the Contribution Date group header and I want a page break after each date group footer to put each contribution date's contributions on a new page. Back to the Design View. When I click on the Group Header and choose the Edit Reorder Group sections box I get the screen below. I selected Group 2 and the arrow at the bottom to move it to the top. I can then also change No to Yes for Repeat every page.
I then select the Footer section and change the Page break to none to After the Band.
The results are shown next. But wait, then I will show how to add Parameters. The final page shows a Sum for the total report while other pages just show a contribution total for the Date.
Now sometimes it is helpful to filter the data in a report and we can do that using Parameters and the Report Filter property. In this report we will include parameters to select the Funds we want to report on also Member Names. The first thing we will do is click on Parameters under the Field List and choose Add Parameter.
When we choose Add Parameter we can choose String, Numeric, or Date Fields, or as in this case as Data Type. We will start with Fund Names. We first enter a name for the parameter and then a Description which will be a label when we run the report. From the Type we scroll down to the Funds type. We check show in the Parameters panel, and Support the Selection of standard values (that will activate the Dynamic Values tab item. Since we may want to choose more than one fund we check the Allow Multiple Values. Further down we select the Data Source from the drop down then choose Fund Name for both the Value Member and the Display member.
We will add a new parameter for the Member name and follow the same procedures.So when we switch back to Preview mode we can select from the Parameters (sorry, they are not sorted) but right now when we click Submit we will see all records. Next we need to set a filter for the report that limits the report based on our selections.
So now in Designer view we first Select the Report then click the ... next to Data Filter and then use the Filter Editor to select the values on the left, the Is Any Of operator, and the Parameters on the Right.
Now the below Report is pretty much working as expected.
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