Use the Source tab to select a data source and to specify or edit the settings that determine how you want to group or sort information reported for the data source. If the data source reports hierarchical information, you can choose if you want to organize compiled information according to the hierarchy and specify the number of hierarchy levels you want to include in the compiled report.
General Settings
Loop through: The category of information the data source reports. You can select a new data source.
Note
- If you are embedding a data source within an existing data source, the Loop Through field is available only if the selected data source contains additional, lower-levels of information.
Group by: The data type used to group, or categorize, information reported by the selected data source. The list of available data types corresponds to the data source you select. You can select a new data type.
Page break options: Options that control pagination of the data reported for a data source. Available settings are:
- No Page Breaks – inserts a page break only after the current page is full.
- Break After Every Record - inserts a page break after each record produced by the data source and any data sources it may contain.
- Break After Recordset - inserts a page break after each series of records compiled for the data source and any data sources it may contain.
You can select a new setting.
Max level: The number of hierarchy levels included in the report. Type or click the arrows to select a new number. Select 0 to include all hierarchy levels.
Note
- The Max Level field is available only if the selected data source reports hierarchical information.
Organize hierarchically: Mark to report information compiled by the selected data source in hierarchy order.
Note
- The Organize Hierarchically checkbox is available only if the selected data source reports hierarchical information.
Hide if empty: Mark to exclude the selected data source's report components from the compiled report if the data source does not produce any records.
Hide record if no children: If the selected data source contains embedded data sources, mark to exclude parent data source records from the compiled report if its child data sources do not produce any records.
Edit filter: Click to create or edit filters for information reported by the data source.
Sort
Sort: Lists sorting data types, in sort order, for the data source. You can select a data type.
Add: Click to add a sorting data type to the data source.
Delete: Click to delete the selected sorting data type from the data source.
Modify: Click to edit the selected, sorting data type for the selected data source.
Move Up in List: Click to move the selected sorting data type higher in the sort order hierarchy.
Move Down in List: Click to move the selected sorting data type lower in the sort order hierarchy.