Access 2013: Using the Report Wizard

In this example, I’d like to create a menu
that we can print for our bakery that shows a list of our products and their prices. We’re
going to need to create a report that uses multiple tables, and the easiest way to do
that is by using the Report Wizard. First, we’ll go to the Create tab… and in
the Reports group, select Report Wizard. We’ll start by choosing the fields that we
want in our report. If you click the drop-down arrow, you’ll see a list of all of the tables
and queries in your database. And we’re going to add fields from several different tables. From the Categories table… we’re going to
need the Product Types field. You can either double-click it, or click the right arrow
button to add it. Next we’ll choose the Products table… and
here we’ll add the Product Name and Description. From the Sales Unit table… we’ll add the
Product Name (which in this case is just dozen, half dozen, or single). And finally, from the Menu Items table…
we’ll need the Price. So all of these fields are going to be placed
into our report. Now click Next. Since we’re using multiple tables, we need
decide how we want the tables to be organized on the page. If we had just used a single
table or query, then it would have skipped this step. In this case, we want it to be organized by
the Categories table… and to the right, you can see a kind of outline, which shows
where each field will go. Now we’ll go onto the next step. Here, you can change the way that the records
are grouped by adding a grouping level. Much of the time, you won’t need to do anything
in this step, but if you have a very specific idea of how you want the report to be organized,
then you can add a grouping level. For example, if we wanted the products to
be grouped into dozen, half dozen, and single units, then we would add Sales Unit… and
then use the arrows to change the Priority. But we don’t really want that here, so I’ll
remove this… and then click Next. Here, we can sort the records by up to four
fields. I’m going to sort by Price… and I’ll also change this to Descending… so
it will start with the highest price. And then click Next. There are a few different layout options that
you can choose from. I’m going to select Block because it will tend to keep things on the
same line. I’m going to leave the orientation as Portrait,
and I’ll also leave the auto-adjust option checked so that we won’t have to do quite
as much adjusting at the end. And in the final step, you can type in a name.
I’m going to call it Menu Report. And here you can choose whether you want it
to open in Print Preview or Design view, but this won’t actually affect the report. When you click Finish, it will create the
Report. And you won’t be able to go back into the
Wizard to edit your report, but you can always go to Layout view to make any adjustments
that you want. And here’s our finished menu.

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