Introduction to Reports

Reports are used to list a set of records and to access the forms of individual records. 

A report is based on an object,  called the base object. The report can include some or all of the fields from the object. If the base object has relationships to other objects, then you may add fields from those objects to your report. 

e.g. You could create a report based on Library that showed Members (from the Library Object) and postcode (from the Members object).

Different kinds of formatting can be applied to the columns of a report. Some of the formatting options are simple (alignment) and some are more complex (conditional formatting). You can also perform operations such as totals and subtotals, or group-by (roll up). To learn more about a report's basic capabilities, click here .

After you have created and configured your report, creating a record is easy. Simply click on the  button to open a blank form in edit mode. Now you can fill out the fields with the necessary information.