You can easily create your own report by altering an existing report to meet your requirements. The procedure is to determine which of the existing reports is closest to the report that you wish to create, copy it, make your modifications and run the report.
The Clients List Abbreviated [Clients Only] Report currently looks like this:
Copy an existing report
Log in to HandiTax.
Go to Reports, Edit Reports.
Click Find.
In the Find Name window, type, Clients List Abbreviated"[Clients Only] and click OK.
With the Clients List Abbreviated”[Clients Only] report highlighted, click Copy.
In the New Name field, specify the name of your new report.
Click OK.
Modify your new report
Highlight the new report "CLIENT LIST WITH EMAIL" click Design.
Take a few minutes to review the bands of your report. Notice that the HeaderBand contains column headings, and the DetailBand (Parent: MasterBand) contains fields within them.
First, you will need to add the heading to the HeaderBand. Click in the HeaderBand. The border around the band will turn red, indicating that the band has been selected.
Go to Cell, New.
Type in the required heading in Cell Value. Double quotation marks need to be at the start and end of your text. e.g. "Email".
Click Ok.
Click on the new cell "Email" and drag it to the correct position.
Click on the DetailBand (Parent: MasterBand), the border around the Band will turn red.
From the Database Toolbar in Bands, select Clients.
In the Cells find EMail and click and hold to drag and drop into the DetailBand (Parent: MasterBand) or double-click on EMail to auto-populate.
Click on Email@Clients, it will turn green and drag it to the correct position.
To check the appearance of the report, go to Report, Execute.
You may need to adjust the size of your cells:
To lengthen the Email cell in the Detailband, click the Email@Clients cell. The cell will turn green. Position the mouse pointer over the right border of the cell. Hold down the left mouse button. The mouse pointer will change to a two-headed arrow.
Once you have the two-headed arrow, keep holding down the left mouse button and move the mouse to the left or right. The cell will begin to expand.
To check the appearance of the report, go to Report, Execute, Select a Client Expression, OK.
Select Yes to save the report as you exit from the Report Designer.