User-Defined Reports Wizard

The User-Defined Reports Wizard guides you step by step through the process of running a User-Defined report or search.

1. At Home Base, click Reports.
2. From the Options menu, select Open Classic Reports.
3. On the menubar, click Wizards, User-Defined Reports.
4. Select User Defined Reports or User Defined Searches. Click Next.
5. Select the appropriate report or search.
6. You are presented with a list of criteria.
   1. To select an individual criterion to modify the settings, either double click the criterion or highlight the criterion and click Modify Criteria. To allow the wizard to prompt you to modify all listed criteria, click Ask All Criteria. See Modify Criteria for more information on setting criteria options.
   2. When you have finished modifying criteria, click Next.
7. Select the appropriate Output Destination option.
8. Click Begin to run the report.