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Setting Up a Report<strong>Drake</strong> <strong>Software</strong> User’s ManualAssigning ColumnsFigure 12-2: Report Editor - Step 1 window for formatting reports5. Revise the Report Title and Report Description as needed. (The ReportDescription text box is limited to 70 characters.) Note that the new informationappears in the Sample Report box.6. Click Save or proceed to Step 5 of “Assigning Columns,” following.The program stores the report with the new title under My Reports.The various columns that make up your report are represented by keywords. Selectwhich columns appear and the order in which they are shown by selecting or orderingthe keywords.To choose the columns shown in a report:1. From the Home window, click Report > Report Manager to open the ReportManager. (See Figure 12-1 on <strong>page</strong> 265.)2. Click [+] to expand any category. (Categories have a [+] or [–] to their <strong>left</strong>; 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. (SeeFigure 12-2.) Note that the columns currently appearing in the selected report arelisted in the Selected Report Columns box.5. Select a category from the Categories drop list. The available columns for thatcategory are represented by the keywords in the Available Columns field.268 Tax Year 2008

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