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Lesson 19. Creating a Simple Report > Creating a Report with the Report Wizard

Creating a Report with the Report Wizard

The Report Wizard offers a good compromise between ease-of-use and control over the report that is created. With the Report Wizard, you can build a report that uses multiple tables or queries. You can also choose a layout and format for the report. Follow these steps to create a report with Report Wizard:

  1. Open the database containing the table or query on which you want to report.

  2. Click the Reports icon in the database window.

  3. In the Reports pane of the database window, double-click Create Report by Using Wizard to start the Report Wizard (see Figure 19.2). The first wizard screen enables you to choose the fields to include in the report.

  4. From the Tables/Queries drop-down list, select a table or query from which you want to include fields.

  5. Click a field in the Available Fields list, and then click the Add (>) button to move it to the Selected Fields list. Repeat this step to select all the fields you want, or click Add All (>>) to move all the fields over at once.

    Figure 19.2. The first Report Wizard screen enables you to select the fields for the report.

  6. For a report using fields from multiple tables, select another table or query from the Tables/Queries list and repeat step 5. To build the report from more than one table, you must create a relationship between the tables. When you finish selecting fields, click Next to continue.

  7. On the next wizard screen, Access gives you the option of viewing the data by a particular category of information. The wizard provides this option only when you build a report from multiple tables. For example, if you have a report that includes fields from a Customer table, a Products table, and an Orders table, the information in the report can be organized either by customer, product, or order information (see Figure 19.3). Select the viewpoint for the data from the list on the left of the wizard screen; then select Next to continue.

  8. On the next wizard screen, you can further group records in the report by a particular field. To group by a field, click the field and then click the > button. You can select several grouping levels in the order you want them. Then click Next to move on.



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