At the top of the Report Creator is the toolbar (Figure 1 below). Each button in the icon offers quick access to features common for working with reports.

 

 

Running a report

In the upper left, change to a different report by using the dropdown box (currently reads "Select a Report").

 

Changing date range

There are two choices for using date ranges: All Periods (currently selected); and For Period Ending (input date using dropdown box).

 

Saving a report layout

If you will repeatedly use the same report on similarly-formatted data, you can save the exact field groupings using the "Save record changes and report layout" button.  This will save you from having to regroup your report each time if you always want the same view.

 

Loading a saved layout

Check the "Apply Saved Layout" checkbox to load a saved layout.

 

Buttons