Create a Custom Report

If the standard reports in Roll Call do not meet your needs, use the Quick Report writer to create custom reports. The Quick Report editor is a tool provided with the 4D database that Roll Call is written on. This chapter outlines the basic usage of the Quick Report editor within the context of Roll Call.

To create a Quick Report you’ll need to determine several things:

1. What table should the report be based on. That is, what is the report about, people, donations, groups etc.?
2. What “set” of information should be included in the report?
3. What columns or fields do I want in the report?
4. How do I want the information sorted?
5. Are there any calculations required in the report?

Create a custom report

To create a Quick Report follow these main steps.

1. Under the Report & Labels menu, select Quick Reports.
2. Click on the reports tab.
3. Click the NEW icon.

4. Perform the query to determine what data should be included in the report.
5. Format the report.
6. Generate the report.