Tutorial 201:

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Tutorial 201: Lesson 8

Report Layouts

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Find out what your data means

You’ve helped users enter data into your app efficiently. Now you can progress to one of the main reasons for creating a custom app in the first place: to make sense of your data and draw conclusions. 

How can you use insights from your data to make your business more efficient? FileMaker Pro’s reporting tools help you design report layouts that can show the patterns and trends in your data.

The first step in designing a useful report layout is to decide what information you need to see and what you want to learn from it. When you know the goals for the report, you can create a custom layout that shows the information you need to make data-driven decisions.

To build a report, you’ll use a special layout part called a sub-summary part. This acts as a separator between groups of data you’re reporting on.

Why is this important?

  • Your custom app should improve your business. A report compiling and comparing data is one of the most tangible benefits of having a custom app.
  • When you are comfortable creating reports, you can add new reports easily to answer questions that arise during the course of business.

Video

Creating a report

Follow this activity to plan and create a new report.

In this video, you will:

  • Plan your report: decide what data you need (0:43)
  • Create a report: create a list layout and add sub-summary parts (1:33)
  • Add summary fields: create fields that aggregate data (2:24)
  • Refine a report: improve the legibility of the report (4:40)
  • Create a chart layout: make a visual chart based on the report (8:56)

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