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Introduction
 » Drill-Down Tally 2007
 » What's New in 2007
 » System Requirements
Using Drill-Down Tally 2007
 » Toolbar
 » Basic Philosophy
 » Drill-Down Tally Concept
 » Report Definition
 » Reporting Views
 » New Report
 » 3 Step Wizard
 » Group Calculation Groups
 » Custom Values Wizard
 » Pivot Wizard
 » Column Width Wizard
 » Charting
 » Setup Administration
 » Finding Duplicate Values
 » Tally FlexMart
 » Preferences
Formatting
 » Group Level Formatting
 » ShowAs Column
 » Format Definition Column
Query
 » RecordSet & Prompting Filter
 » Totals Filter
 » RecordSet Filter
Setup Instances
 » Gateway File Overview
 » Linking 2 Files, Tables or Excel
 » QuickBooks File Setup
 » Excel/QuickBooks File Setup
 » MS Access Setup
 » ODBC Setup
 » Text File Setup
 » Gateway File Setup
 » Gateway Startup Settings
Support Details
 » Pricing & Support
 » Private Label Branding Program
 » Authorized Training Center
 » Corrective Actions
 
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New Report

First, you should bring up a new report by pressing [Ctrl]+[N] or choosing menu option | File | New Report |.

New Report Confirmation Type

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1) Choose [Yes] in the dialog box to confirm that you want to borrow an existing report definition.
2) Choose [No] in the dialog box to confirm that you want to create a new report from scratch.
3) Choose [Cancel] in the dialog box to abort creating a new report.

If you choose [Yes], a dialog will open so you can open an existing file definition to start with. If you choose [No], the following dialog box will appear. Select a Data Set from the Data Set Selection screen to build the report from by:

a) either double-clicking on your choice or
b) pressing the [Down] or [UP] keys until your selection is highlighted and press on [OK]

 

Data Set Selection

If existing sample data doesn't already exist, then the program will automatically fetch sample data from the database. A sample database usually generates about 100 records to help you design your report quickly.

We have inserted a 3 step wizard to help you streamline the creation of a new report here.

After the new report opens, the first thing you want to do is select the fields you want to include on the report. You do this by clicking on the Field Description column just before the Show As column to show a list of fields to choose from like the example below. Then select a field from the list and press [Enter] or click off the Field Description field to see the report dynamically create itself in the lower half of the screen. Repeat this process for each field you want on the report.

Field Description

You can select a field from the list or you can create a brand new field from existing field(s). See Report Definition - Field Description for additional documentation on field descriptions and calculated fields. The Show As column is the next important column to change for some of the fields. Show As column It will help you setup your groups and calculations. To fill out the rest of the columns for the field description see documentation on Report Definition columns.

You make all your field selections needed to design the desired report under the Report Definition tab with 100 random sample records. After you have the report designed the way you want it, then click on the Recordset Filter tab.

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