The easiest way to create your own reports is by copying an existing report design and making your own changes.
In this example we will use the Clients List Abbreviated report.
In HandiTax;
Go to Reports, Edit Reports.
Find Clients List Abbreviated [Clients Only] in the list of reports.
Click Copy, and give the report a new name, click OK once finished.
With the new report highlighted, click Design.
The HeaderBand contains column headings, the MasterBand contains the fields that will appear in the report.
5. Click into the empty space within the HeaderBand cell (The box will then have a red outline).
6. Go to the Cell menu, then click New.
7. In the Cell Details window, go down to Cell Value and enter "Email" ensure there are opening and closing quotations, click OK.
8. The Email cell will appear in the HeaderBand. Click on the cell so it turns green and drag next to the Name cell.
9. Click into the empty space within the MasterBand (Parent: ReportBand) cell (The box will then have a red outline).
10. On the right-hand side, a Database Toolbar window will display, under Bands, click Clients. Under Cells double click Email.
11. The Email cell will appear in the MasterBand (Parent: ReportBand). Click on the cell so it turns green and drag it up next to the name cell.
12. To check the appearance of the report, from the Report menu, select Execute, choose an expression, ie #Selected and ensure there are no errors.
Note: When making changes in the report designer, make one change at a time.
13. Save the report after each change from Report, Save.
You will be able to locate this report when back to the main HandiTax screen, click on Reports, User Defined Reports. Select your chosen expression and sort order then OK.