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Drake Software User’s ManualSetting Up a ReportSetting Up a Reportcut off in the printed report due to the number of columns. Regardless of width, thereport can still be viewed in the Report Viewer using scroll bars.When planning reports for your office, consider beginning with a pre-defined reportthat already includes most of the information you require. You can, however, create anew report if none of the pre-defined reports meet your template needs. The steps forthese procedures are similar, but it could be easier to learn how to create reports byworking first from a pre-defined report.Several tasks, some of them optional, are involved in creating a report. These tasks arelisted in Table 12-2 and are described separately in the following sections.Table 12-2: Tasks Involved in Creating a ReportTaskWindow UsedAssign report title and description Report Editor - Step 1(Formatting of Reports)Assign columns (keywords)Assign filters Report Editor - Step 2(Filtering of Reports)Assign sorting/summary orderIndicate to summarize report dataIndicate to use prior-year dataAssign a report output file nameAssigning a Title and DescriptionThe Report Title is displayed on the actual report; the Report Description is forinformational purposes and is displayed in the Report Manager’s Sample Report box.To assign a new title and description to a report:1. From the Home window, click Report > Report Manager to open the ReportManager (Figure 12-1 on page 265).2. Click [+] to expand any category. (Categories have a [+] or [-] to their left; reportsdo not.)3. Select (single-click) the report to use as a template.4. Click Edit Report. The Report Editor - Step 1 window is opened (Figure 12-2).Tax Year 2008 267