How to Use the Report Wizard in Microsoft Access on Windows 11

Posted on 21st June 2023

The Report Wizard is a tool in Microsoft Access that helps you create reports. Reports are a way to view, format, and analyze data in your Access database.

To use the Report Wizard:

1. Open the Access database that contains the data you want to use in your report.

2. Click the Reports tab in the Navigation Pane, and then click New.

3. Click Report Wizard in the New Report dialog box.

4. In the first page of the Report Wizard, you select the table or query that contains the data for your report.

5. In the second page of the Report Wizard, you select the fields that you want to include in your report.

6. In the third page of the Report Wizard, you choose how you want to group and sort your data.

7. In the fourth page of the Report Wizard, you choose the layout and format for your report.

8. In the fifth page of the Report Wizard, you enter a name for your report and choose where you want to save it.

9. Click Finish to create your report.

When you want to create a report in Microsoft Access, you can use the Report Wizard to help you. The Report Wizard walks you through the process of creating a report step-by-step. It asks you questions about what data you want to include in the report and how you want to organize it.

To use the Report Wizard:

1. Open the database that you want to use.

2. On the Home tab, in the Reports group, click the Reports icon.

3. Click New Report.

4. In the New Report dialog box, click Report Wizard.

5. In the first page of the Report Wizard, you will be asked to select the data that you want to include in the report. To do this, click the Tables/Queries drop-down arrow and click the table or query that contains the data that you want to include in the report.

6. Click the Fields drop-down arrow and click the field that you want to include in the report.

7. To include more than one field in the report, click the > button.

8. To include all fields in the report, click the >> button.

9. To remove a field from the report, click the < button.

10. To remove all fields from the report, click the << button.

11. When you have selected the fields that you want to include in the report, click Next.

12. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Options button.

13. In the Report Options dialog box, you can choose to group the data in the report by one or more fields. To do this, click the Grouping level drop-down arrow and click the field by which you want to group the data.

14. To include subtotals in the report, click the Subtotals check box.

15. To include a chart in the report, click the Chart check box.

16. To include a logo in the report, click the Logo check box.

17. When you have selected the options that you want, click OK.

18. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Layout button.

19. In the Report Layout dialog box, you can choose to organize the data in the report by columns or rows. To do this, click the Columns radio button or the Rows radio button.

20. To include subtotals in the report, click the Subtotals check box.

21. To include a chart in the report, click the Chart check box.

22. To include a logo in the report, click the Logo check box.

23. When you have selected the options that you want, click OK.

24. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Sorting button.

25. In the Report Sorting dialog box, you can choose to sort the data in the report by one or more fields. To do this, click the Sort by drop-down arrow and click the field by which you want to sort the data.

26. To sort the data in ascending order, click the Ascending radio button. To sort the data in descending order, click the Descending radio button.

27. To include subtotals in the report, click the Subtotals check box.

28. To include a chart in the report, click the Chart check box.

29. To include a logo in the report, click the Logo check box.

30. When you have selected the options that you want, click OK.

31. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Filtering button.

32. In the Report Filtering dialog box, you can choose to filter the data in the report by one or more fields. To do this, click the Filter by drop-down arrow and click the field by which you want to filter the data.

33. To include subtotals in the report, click the Subtotals check box.

34. To include a chart in the report, click the Chart check box.

35. To include a logo in the report, click the Logo check box.

36. When you have selected the options that you want, click OK.

37. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Formatting button.

38. In the Report Formatting dialog box, you can choose to format the data in the report by one or more fields. To do this, click the Format by drop-down arrow and click the field by which you want to format the data.

39. To include subtotals in the report, click the Subtotals check box.

40. To include a chart in the report, click the Chart check box.

41. To include a logo in the report, click the Logo check box.

42. When you have selected the options that you want, click OK.

43. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Layout button.

44. In the Report Layout dialog box, you can choose to organize the data in the report by columns or rows. To do this, click the Columns radio button or the Rows radio button.

45. To include subtotals in the report, click the Subtotals check box.

46. To include a chart in the report, click the Chart check box.

47. To include a logo in the report, click the Logo check box.

48. When you have selected the options that you want, click OK.

49. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Sorting button.

50. In the Report Sorting dialog box, you can choose to sort the data in the report by one or more fields. To do this, click the Sort by drop-down arrow and click the field by which you want to sort the data.

51. To sort the data in ascending order, click the Ascending radio button. To sort the data in descending order, click the Descending radio button.

52. To include subtotals in the report, click the Subtotals check box.

53. To include a chart in the report, click the Chart check box.

54. To include a logo in the report, click the Logo check box.

55. When you have selected the options that you want, click OK.

56. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Filtering button.

57. In the Report Filtering dialog box, you can choose to filter the data in the report by one or more fields. To do this, click the Filter by drop-down arrow and click the field by which you want to filter the data.

58. To include subtotals in the report, click the Subtotals check box.

59. To include a chart in the report, click the Chart check box.

60. To include a logo in the report, click the Logo check box.

61. When you have selected the options that you want, click OK.

62. In the second page of the Report Wizard, you will be asked how you want to organize the data in the report. To do this, click the Formatting button.

63. In the Report Formatting dialog box, you can choose to format the data in the report by one or more fields. To do this, click the Format by drop-down arrow and click the field by which you want to format the data.

64. To include subtotals in the report, click the Subtotals check box.

65. To include a chart in the report, click the Chart check box.

66. To include a logo in the report, click the Logo check box.

67. When you have selected the options that you want, click OK.

68. In the third page of the Report Wizard, you will be asked to choose a style for the report. To do this, click the Style drop-down arrow and click the style that you want.

69. In the fourth page of the Report Wizard, you will be asked to choose a name and location for the report. To do this, click the Name text box and type a name for the report.

70. To choose a location for the report, click the Folder button.

71. In the Save As dialog box, navigate to the location where you want to save the report and click OK.

72. In the fourth page of the Report Wizard, click Finish.

The report will be created and displayed