Lesson 1: Producing reports

In this topic, you'll learn the basics about producing reports.

Ajera provides a set of reports designed for architectural and engineering firms. When viewing a report, it's easy to select custom options for it, navigate through it, and review information in it.

You begin by selecting the report you want from the Reports menu.

Anatomy of a report

Let's start by taking a look at a sample report and its various components.

A close-up look at the reports toolbar

Use the toolbar to change the way you view the report, and to print or export the report.

Customizing reports

You can customize reports in these ways:

• Use (Customize) on the window for the report. With it, you can change some general options.
• Copy a standard report and modify it.
• Create a report of your own.

Use (Customize)

When viewing a report, you can use (Customize) to change some general options for the report's content. For example, on many reports, you can change the name of the report or the sort order.

Here's an example of some options available for the Project Earnings report:

Modify an existing report or create your own report

You or a consultant can modify an existing Ajera report or create a new report.

So that Ajera can use the report, the report must be created in Microsoft SQL Server Reporting Services 2005.

You may need to customize a standard Ajera report because the Customize options do not provide exactly what you need. First, see if you can obtain what you need by using or modifying an inquiry. Some firms prefer to modify an inquiry, instead of a report, because you can do it directly through Ajera.

Printing and exporting reports

To preview and print a report:

• To preview the report as it appears when printed, click (Print Layout). Click the button again to return to the Viewing Layout.
• To print the report, click (Print).

To export a report:

1. From the report you are currently viewing, click (Export), and then select Excel, Word, or Acrobat (PDF) file. The Save As window appears.
2. Select the location where you want to save the exported file.
3. Enter a name for the file.
4. Click Save.

Learn the details

These links go to help. To return to this course, click the Back button.

Producing reports

Selecting report options

Test your knowledge

Quiz: Producing reports

Next

Lesson 2: Producing inquiries