Tutorial
Table Of Contents
- Contents
- Lesson 1 FileMaker Pro basics
- Lesson 2 Browsing information
- Lesson 3 Finding and sorting records
- Use quick find to search a database
- Find records based on criteria in a single field
- Find records based on criteria in specific separate fields
- Find records that match multiple criteria in the same field
- Find records that match a range of criteria in the same field
- Narrow your search
- Save a find request to use later
- Find records using a Saved Find
- Sort your found set
- Add a new record in List View
- For more information
- Lesson 4 Creating a database and entering records
- Lesson 5 Customizing what you see
- Lesson 6 Creating lists, mailing labels, and form letters
- Lesson 7 Simplifying data entry
- Lesson 8 Automating tasks with buttons and scripts
- Lesson 9 Creating and running reports
- Lesson 10 Charting data
- Lesson 11 Making databases relational
- Lesson 12 Sharing and exchanging data
- Lesson 13 Protecting data in FileMaker Pro
- Lesson 14 Backing up your databases
Lesson 9
Creating and running reports
The process of retrieving and organizing data from a database is called reporting. Reports help you organize
and view data in groups.
In this lesson you will:
1 create a dynamic report in Table View
1 use the New Layout/Report assistant to:
1 create a report with grouped data
1 create a report with grouped data and totals
1 learn how to save a report as a PDF file and send it as an email attachment
About summary reports
Summary reports present just the totals of your data; they do not break information into smaller groups.
Subsummary reports, also referred to as reports with grouped data, categorize information by a particular
field or fields, allowing you to group information hierarchically. This subsummarized information can then
be subtotaled, averaged, or counted.
A summary field is a type of field you can specify when you define fields in Table View, in the New Layout/
Report assistant, or in the Manage Database dialog box. Summary fields allow calculations across all of the
records in your found set. In general, when you need to total data across a number of records, you need to
use a summary field.
Create a dynamic report in Table View
Dynamic reporting in Table View is a quick way to format and display summary data. Here you will create
a quick report that lists the membership fees paid by each travel club member, then subtotals and grand totals
membership revenue by company.
Examine the data in Table View
1. Open Sample Copy.fp7.
2. Click Data Entry in the layout menu, if it’s not already displayed.
3. Click Table View in the layout bar.
Notice fields from the Data Entry layout appear as column headings in Table View.
Hide data not needed in the report
By default, Table View displays all fields on the current layout. You can hide the fields you don’t want to
show in this report. When you hide fields in Table View, no data or field definitions are removed from the
layout or database.
1. Right-click any column heading and choose Modify Table View in the shortcut menu.