Scribd
Upload
233 views

Skill 4.8 Creating A Report Using The Report Wizard

The document describes the steps to create a report using the Report Wizard in Microsoft Access. It explains that the Report Wizard guides the user through selecting fields from one or more tables or queries, choosing how to group and sort the data, selecting a report layout and orientation, and saving the completed report. Key steps include selecting fields from tables or queries, organizing the data by tables or grouping levels, specifying sorting options, selecting a layout and print orientation, naming the report, and previewing or further modifying the design.

Uploaded by

abdirahmanjsuleman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
233 views

Skill 4.8 Creating A Report Using The Report Wizard

The document describes the steps to create a report using the Report Wizard in Microsoft Access. It explains that the Report Wizard guides the user through selecting fields from one or more tables or queries, choosing how to group and sort the data, selecting a report layout and orientation, and saving the completed report. Key steps include selecting fields from tables or queries, organizing the data by tables or grouping levels, specifying sorting options, selecting a layout and print orientation, naming the report, and previewing or further modifying the design.

Uploaded by

abdirahmanjsuleman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 6

Access - Chapter 4 - Working with

Forms and Reports

Creating a Report Using the Report Wizard


The Report Wizard walks you step by step through the process of creating a report. The Report Wizard
allows you to combine fields from more than one table or query and gives you more layout and design
options than using the basic Report button from the Create tab.
To create a report using the Report Wizard:
1. On the Create tab, in the Reports group, click the Report Wizard button.

FIGURE AC 4.18

2. The Report Wizard opens. The first step is to expand the Tables/Queries list and select the underlying table
or query for your report.
3. The Available Fields box displays all the fields from the table or query you selected. Double-click a field
name to move it to the Selected Fields box or click the field name once to select it and then click the
button. Click the button to add all the available fields with a single click.
4. If you want to include fields from more than one table or query, repeat steps 2 and 3 until you have
selected all the fields you want in your report. Click the Next button to go to the next step.
FIGURE AC 4.19

5. If you selected fields from related tables, the next step in the wizard asks how you want to organize the
data in the report. Select the table that contains the field you want to use as the main grouping in the
report, and then click Next. You will have the opportunity to add additional grouping levels in the next
step. If you selected fields from only one table or query, you will not see this step.

FIGURE AC 4.20

6. Use grouping levels to organize the data into subgroups by the value of a specific field. Select the field you
want to group by and then click the button. You can add multiple grouping levels and reorder them if
necessary using the Priority up and down arrows. When you are finished selecting grouping levels, click
Next.
FIGURE AC 4.21

7. Next, specify how you want the data in each subgroup sorted. Expand the sort level list and select the field
you want. You can include up to four fields to sort by. Click Next.

FIGURE AC 4.22

8. Select the report layout, and select whether you want to print in Portrait or Landscape orientation. Click
Next.
FIGURE AC 4.23

9. Give your report a meaningful title, and choose whether to preview how the report will look when printed
(Print Preview view) or to modify its design (Design view).

FIGURE AC 4.24

10. Click Finish to save the report.


FIGURE AC 4.25

tips & tricks


Use Portrait orientation for reports with few columns; use Landscape orientation for reports with
many columns.
If you selected to open the report in Print Preview, when you close Print Preview view, the report will
display in Design view. If you want to modify the report design, switch to Layout view where you can
see report data in the layout.

tell me more
You can modify your grouping or sorting choices later by editing the report in Layout view. For more
information, refer to the skill Grouping Records in a Report.
If the report does not look exactly the way you want, you can resize and move controls. Refer to the
skills Resizing Controls and Moving and Arranging Controls.
let me try Live!
If the database is not already open, open the data file AC04-08-Spa and try this skill on your own:
1. Use the Report Wizard to create a new report. Include the ServiceName field from the Services table,
the ApptDate field from the Appointments table, and the LastName field from the Customers table.
2. View the report data by the Services table.
3. Create subgroups by the ApptDate field.
4. Sort each subgroup by ApptDate.
5. Use the Stepped layout and Portrait orientation for the report.
6. Name the report ServicesMonthlySummary and preview it in Print Preview view.
7. Close Print Preview and then close the report.

Page(s)
ID ac21_sk_04_08

You might also like