Lesson 14: Advanced Report Options
Access offers several advanced options for creating and modifying reports. The Report Wizard is a tool that guides you through the process of creating complex reports. Once you've created a report—whether through the Report Wizard or the Report command—you can then format it to make it look exactly how you want.
In this lesson, you'll learn how to use the Report Wizard to create complex reports. You'll also learn how to use Access's formatting options to format text, change report colors and fonts, and add a logo.
Throughout this tutorial, we will be using a sample database. If you would like to follow along, you'll need to download our Access 2013 sample database. You will need to have Access 2013 installed on your computer in order to open the example.
The Report Wizard
While using the Report command is a quick way to create reports from the current object, it's not as helpful if you want to create a report with data from multiple objects. The Report Wizard makes it easy to create reports using fields from multiple tables and queries. It even lets you choose how your data will be organized.
To create a report with the Report Wizard:
- Select the Create tab and locate the Reports group. Click the Report Wizard command.
Clicking the Report Wizard command
- The Report Wizard will appear. In the procedures below, we'll discuss the different pages in the Report Wizard.
The Report Wizard dialog box
Step 1: Select the fields to include in your report
- Click the drop-down arrow to select the table or query that contains the desired field(s).
Selecting a table that contains fields to include in the report
- Select a field from the list on the left, and click the right arrow to add it to the report.
Adding fields to a report
- You can add fields from more than one table or query by repeating the above steps. Once you've added the desired fields, click Next.
The added fields
Step 2: Organize the report
The Report Wizard will provide you with options that let you choose how to view and organize your data. These options group similar data within your fields and organize these fields into multiple levels, like in an outline or bulleted list.
If you are building a report from only one table or query, you can skip to Step 3 below.
- Access will offer a list of several organization options. Select an option from the list to preview it.
- Click Next when you are satisfied with the basic organization of your data.
- If you're not satisfied with the way your data is organized, you can now modify the grouping levels. Select a field from the list, and click the right arrow to add it as a new level.
Adding a new grouped level
- If necessary, modify the order of your grouped fields by selecting a field and clicking the up or down Priority arrow to move it up or down a level.
Moving the Sales Unit field down a grouping level
- Once you are satisfied with the organization of your report, click Next.
Step 3: Sort your report data
- Click the top drop-down arrow, and select the name of the first field you want to sort.
- Click the button on the right to change the sort to ascending or descending.
Sorting the report
- Add any additional sorts. You can sort up to four fields. The sort will be applied from top to bottom, meaning the sort at the top of the list will be the main sort.
- When you are satisfied with the way your data is sorted, click Next.
Depending on the grouping you have chosen for your data, your sorting options may be limited.
Step 4: Select a layout and title
- Click the various layout options to see how they look, then select one to use in your report.
- Select either a portrait (tall) or landscape (wide) orientation for your report.
Setting the report layout
- Once you are satisfied with your report layout, click Next.
- Select the text box, and type the title you would like for your report.
- Select whether you want to preview the report or modify its design, then click Finish.
Finishing the report
- Your report will be created and saved.
You may have to adjust your field and row size and location to make sure your data looks the way you want it to. To do this, you'll need to switch to Design view. When you're done, switch back to Report view to see your changes.
One of the strengths of reports is that you can modify their appearance to make them look how you want. You can add headers and footers, apply new colors, and even add a logo. All of these things can help you create visually appealing reports.
Modifying report text
The bulk of the information in your report comes straight from the query or table you built it from, which means you can't edit it within the report. However, you can change, add, or delete label text, headers, and footers to make your report clearer and easier to read. For example, in our report we decided we didn't need the field headings to understand our data, so we simply deleted them.
Just like other Office programs, Access allows you to modify the text color and font, add shapes, and more. If you're not sure how to perform basic text and shape formatting, visit the Formatting Text and Shapes lessons from our Word 2013 tutorial.
The report with simple text formatting applied
Modifying the page header and footer
To view and modify the header and footer that appear on each page of your report, select the View command on the Ribbon and switch to Design view. The header and footer are located in the white space beneath the Page Header and Page Footer bars.
The page header and footer in Design View
Depending on your report's design, sometimes you may find that there is no white space in the page header and footer, as in the image above. If this is the case, you must resize the header and footer before you can add anything to them. Simply click and drag the bottom border of the header or footer to make it larger.
Resizing the page header
To add text to a header or footer:
- Select the Design tab, locate the Controls group, and click the Label command.
Clicking the Label command
- Click and drag the mouse inside the white area to create your label. Release the mouse when it is the desired size.
Clicking and dragging to create a label
- Click the text box, and type the desired text.
Adding text to the label
To add the date and time to a header or footer:
- Select the Design tab, locate the Header/Footer group, and click the Date and Time command.
Clicking the Date and Time command
- A dialog box will appear. Select the desired formatting options. A preview of the text that will be included in your report will appear.
- When you are satisfied with the appearance of the date and time, click OK.
Selecting the date and time format
By default, the date and time appear in the header. If you would like to move them to the footer instead, simply click the date and time boxes and drag them to the desired location.
To add page numbers to a header or footer:
- Select the Design tab, then locate the Header/Footer group.
- Click the Page Numbers command.
Clicking the Page Numbers command
- The Page Numbers dialog box will appear. Select the format of the page numbers.
- Select Page N to display the number of only the current page.
- Select Page N of M to display the number of the current page and the number of total pages.
- Under Position, choose Top of Page or Bottom of Page to control where the page numbers appear.
- Click the drop-down arrow to select the alignment of the page numbers.
- When you are satisfied with the settings, click OK.
Selecting page number settings
Modifying your report's appearance
To add a logo:
- From the Design tab, click the View command, then select Layout View from the drop-down list.
Switching to Layout View
- Locate the Header/Footer group, then click the Logo command.
Clicking the Logo command
- A dialog box will appear. Locate and select the desired file, then click OK to add it to your report.
Inserting a logo
- A small version of the image will appear in the header. Click and drag the image border to resize it.
Resizing the logo
- If necessary, move your logo to the desired location by clicking and dragging it.
Moving a logo
Themes and fonts
A theme is a set of colors and fonts that applies to the entire database to give it a consistent, professional look. By default, databases use the Office theme. When you change the theme, all of the theme fonts and colors in your database change to match the new theme. Designing and modifying reports using theme elements can help you keep the appearance of your reports consistent.
To change the theme:
- Select the Design tab, locate the Themes group, and click the Themes command.
- A drop-down menu will appear. Select the desired theme.
Selecting a new theme
- The theme will be applied to your entire database.
The report with a new theme
To change the theme fonts:
- Select the Design tab, locate the Themes group, and click the Fonts command.
- A drop-down menu will appear. Select a set of theme fonts.
Selecting a new set of theme fonts
- The fonts will be applied to your entire database.
The report with new theme fonts
- Open an existing Access database. If you want, you can use our Access 2013 sample database.
- Open the Cookies Sold report.
- Add the date and time to the header.
- Add page numbers to the footer.
- Choose a new theme and theme fonts.
- Add a logo. You can use an image from your computer or download the Songbird Bakery logo.