- View the Detail of a record you want to create a report for.
- Click Reports>Create.
NOTE: The Type defaults to the recordset you are viewing.
- Enter the Report Name.
NOTE: This must be unique for the report Type, in the Detail view.
- Select the report Layout.
- Click Create.
The Report Designer opens and the report is now saved in the Project Home.
NOTE: If you are using the Basic Designer, the report will only appear in the Project Home after it has been saved.
NOTE: Cartegraph recommends closing the Report Designer when not in use.