You will find the menu option below under the Main Menu, Reports and Labels, Report Wizards menu.
Each wizard allows you to create a report on the main file by selecting columns and applying a sort order, and some additional formatting options. I have include sample reports for you. Let's go through the steps by creating a new member list report. Start by choosing the Member Info Reports Wizard option and choose the first button on the next screen labeled "New".
On the right side of the screen above you will see a list of the descriptions of reports already created or provided. The right column can display information about each report as you move up or down the list. In the middle are buttons used to 1) create a New report, 2) Copy the selected report to a new file - this can save time if you have a report similar to one you want to create, 3) Modify an existing Report, 4) Rename the selected report, or 5) Delete the selected report. The Info button just displays information about a report, while the Select button is used when you are ready to print a previously created report. If you want to see less information when you start the wizard choose the Less button. For now, we will click the New button to create a new report.
For this example, we will create a report with important member dates so we will use that in naming the report, see below:
The first step in creating a report is to select the columns to include on the report. Just select each field then click the Add button to add it to the left column. I am adding the member name and important dates for each member.
If you add a field and want to remove it, click the Remove button. Sometimes you may have more columns you want to print than will fit on a single row. If that is the case you can click the Add Row button to start a new row. Buttons at the bottom of the field list let you move the fields up or down in the list. This is the order they will print on the report from left to right.
Now let's click the Advanced button to apply some additional formatting.
I can change the column heading for any field by entering a Replacement Heading. In this report, am making each column heading be Bold, but I could have applied the Bold font format to the data as well as the Column heading. Also, I could choose to make column headings a different font color.
After making these changes I go to the next step which will allow me to set up sort orders for the report.
I can sort the report on up to 4 columns, and can make the sort either ascending or descending. In this case, I will just sort by Member Name.
For this report, I don't need to do any totals or averages, and I don't need to group the report either.
I will just click Next.
The next screen would let me choose report orientation (I leave this as automatic, the wizard will decide if it needs to be portrait or landscape. But I did decide to make the default font be Time New Roman.
I can then enter any Notes about the report, and after I have finished the Report will look like the screen shot below. This only took a minute or two.
