Adding fields and field labels to report templates

To add a field and field label

1. Create or modify a report template.

The report appears in the Report Designer.

2. In the toolbox, click the Field tool.

3. Position the cross-hair pointer on the template where you want to insert a field, and then click and drag the mouse to define the field's size.

Place the appropriate fields in the appropriate sections of the report or subreports. For example, to group activity values for a contact, place Activities fields in a section grouped by contact name. You can add a section if it is not available in your template.

When you release the mouse button, the Select Field dialog box appears. For field definitions, press F1.

4. From the Select a record type list, select a record type for the field you are adding, and then select the field you want to add from the Fields list.

You can add a field from your My Record. For example, if you want your name on a sales report.

5. (Optional) By default, the Include a label check box is selected. To avoid adding a label, clear the check box.

6. Click Add.

You can continue to add fields, or you can click Close to close the dialog box.

7. (Optional) Drag the section titles up or down in the window to make room to add fields.

See Adding page numbers, dates, and times to add a system field.

The template displays alpha-characters in the field that indicates where the information is coming from. This can help you verify that the fields are in the correct section. For example, alpha-characters for contact reports are: CH, CN, CA, CO, SC, C, My.