Finding a base report

Customizing the pre-made reports begins by selecting one of the reports that most closely resembles the information you need. This is what the list of pre-made standard reports looks like. Scroll through to select a report. You can click on any that look promising and read about that report. For the sake of this instruction, let's select Animal Journal.

Selecting the fields you need

Once you've opened your selected report, click the link titled Fields.

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Select from the resulting display those to include on the report.

Using the Report Builder

Once you've selected the fields, click either the Order by or Group by link to go to the Report Builder:

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