Reports - Modern
There are some advantages to the Modern Reports, primarily things like Parameters that allow easy lookups from related tables and other things. However, the Report Wizard is in my opinion not as good as the Classic Report Wizard. You decide for yourself.
When you click the Next button you will get to choose the Type of Report you want to use, most often you will choose Table style reports.
In the next Step you select the data source on the left by checking the box. Once you check the box data fields will be displayed on the right side of the page. (Contributions are not a "parent" table to related tables so you will only see one data source.)
In the next step you get to choose a field to group on. In this example I will use the Contributions Date. You may in other cases want to choose the Member as your group field.
There is no moving fields up or down in order to place them on the left or right of a list. When you click next you will be able to choose Grouping (or not) but if you don't choose to Group there is no Column option. The reports are always list style. For this example we will group on Contribution Date
Now when we click Next we can choose a field and summary operation. The only choice from the fields drop down is Amount, it is the only numeric field. If we just wanted to just count the number of contributions on a date we would have to do that in the designer rather than using the wizard.
The next step will let you choose some layout options. Here all we care about is the orientation. We want landscape instead of portrait.
Next you can choose a color scheme. A variety are available but you can also create a custom scheme.
The final step just let's you choose a Title for the report.
After clicking finish the report will be displayed in Design View shown next. There are several things we will change, but after the report opens in Design View we will switch to Preview the report.
Notice that the Group field we added earlier is in Ascending order by default. You may want to click the Sort Order and change it to Descending. It is up to you.
One of the first things we want to is change the header order, and remove the time from the Contribution Date field.
In design view, clicking in the blank area to the left pops up a menu with options that include reordering bands.
So now Contribution Date will be above the Amount, Fund Name and Member fields. Next click on the Triangle above Contribution Date and the click the Format String. This will let us choose Date Time from the category and choose a date only format.
I made some other changes, such as to keep the group footer together and to keep with the detail. I changed the final label from SUM to Grand Total.
Next I will add parameters.
At the bottom of the Field List is the word Parameters. I click he and choose to add a Parameter.
I will use dates for a parameter and will later filter the report on the Date Range. I chose the Date Type and when I selected Range Parameters as the Value Source Start and Enter Parameters were set up for me. I will leave the name as provided but I could have chosen to use Start Date and End Date instead.
I click OK to save the Parameters.
Back in Design View look for the Icon that represents Data - it kind of looks like a barrel.
You want the Report1 option selected from the drop down list. Under the words Data Source is the box labeled Filter String. Click the ... (called an ellipsis)
and we can enter the filter string for the report which will use the Contribution Date and compare the Range fields in our parameter.
Move the cursor near the word And then a + and an x will show up. Click the + and then choose Add Condition.
When you click the first item (the field) a drop down will appear to let us select Contribution Date. Click the default = sign and change it to Greater than or Equal to and then click through the final options until you see Range Start.
We click the + sign again to do the same thing for Range_End but will click the >> to choose Less Than or Equal to. NOTE: In this case using the filter editor we leave it as AND but in other cases you would change to OR so the filter would work when EITHER condition was true.
So now when we preview the Report we will be prompted for Date parameters.
We could just select dates for the start date and end date using the Calendars, or we could use a time period on the left to have the start and end dates entered automatically. For example the current year, last week and so on.
Below is the modified report.
NOTE: The parameters window is available for both the Classic and Modern Reports Designers. However, options that are available in the Modern Reports may not work in the Classic Report designer.
The next screen shots will show some other Parameters.
When the Report is Run this is what it will look like, prompting for two parameters.
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