A data source defines the category of information you want to include in a report. After you add a data source to a report, you then need to add one or more rows, and cells within the rows, to specify which database fields you want to report for the selected data source. As a very simplified example, to create a report that lists actual costs for all activities, you would select Activities as the data source. Then, within the Activities data source area of the report, you would add a row and, within that row, add a field data cell that corresponds to actual cost.
- In the Report Editor window, click the gray Detail Area, then click
. - Click the Source tab. In the Loop Through field, select the category of information to report in the new data source.
- To further organize the data source information, specify group and sort options.
In the Group By field, select a grouping category. The Group By field lists categories that correspond to the selected data source.
In the Sort area, click Add. Select a sort object, sort field, and sort order, then click OK.
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Last Published Wednesday, May 25, 2016