Select the Type of Report
In Step 2 of the Report Wizard, you can select the type of report to use.
Tabular reports
Tabular reports provide a simple listing of data, with no subtotals. Reports for a single project with one set of data can be run as tabular reports.
Use this type for reports such as document logs, and contact lists.
Summary reports
Summary reports provide the option to sort and subtotal the data. This is the most commonly used report type.
Reports for multiple projects with different attributes can be run as summary reports.
Matrix reports
Matrix reports summarize data in a grid by grouping data in both rows and columns. This report type is most commonly used for reports rich in numerical data.
Always use this report type when running a Cash Flow or Cash Flow Details report.
Use this type of report to sort by two dimensions on a report. For example, a report can be grouped by both project name and year.
To select the type of report
- In Step 2 of the Report Wizard, select the radio button beside the type of report you wish to use.
- Click Next to proceed to the next step of the Report Wizard. See Report Wizard for more details.
—Or—
Click Run Report to run your report with no additional configuration, thus skipping the rest of the steps in the Report Wizard.