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

Select the appropriate date range from the dropdown box.  Some reports are period-sensitive.  If so, change the system period by clicking "Current Period - 2/29/2008" (will display current period ending date selected, in this case 2/29/2008)

 

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 User Layouts menu.  This will save you from having to regroup your report each time if you always want the same view.

 

Loading a saved layout

Select "Load User Layout" from the User Layouts menu.