Select Labels or Lists; if you have already saved named lists they will appear in the space at the left. Otherwise, make a new list by clicking Lists and then add. No matter what you select from here the next screen you see will allow you to build the selection criteria.
Below is the Build Selection Criteria Form. In this form you will select the criteria used to select the customers that you wish to list. See the detailed explanation below.
In this form you can select the search criteria for the lists or labels. For example you can select State = 'Texas' And TotalSales > 5000 for the last quarter. To do this, first find the field called State. This is from the Ship To address. Double click on the field and it will appear in the Criteria String at the bottom. Next double click on the Operator for Equal. The equal sign will appear in the Criteria String. Then the Condition Field will open and you can enter the word Texas or the abbreviation TX if that is how you entered the states. Next double click on the Condition Field to place the condition into the Criteria String. Finally you will select a Connector if you wish to enter more criteria. Double click the And row and the word And will appear in the Criteria String.
Next scroll to the bottom of the field list and double click the field TotalSales. When you do the date range fields will open. Enter the range you want. For example the last quarter, or a year to date range. Next double click on the Greater Than or Equal sign to place that condition in the Criteria String. Now enter the number 5000 in the Condition Field and double click it. You can manually edit the Criteria String, but you must be careful to maintain the syntax and structure.
Now click the Continue Button to complete the selections. The next form will allow you to select the fields you wish to see in your list.
Now you will have the opportunity to select the fields you want to display in your list. When you double click a field it will show in the Fields List. You can manually edit the list, but you must be careful to maintain the syntax and structure. Click continue to get to the next form.
This form will allow you to set the order in which the records are displayed.
Here you will define the order you want the list to display. You can select Zip or TotalSales or both. Here you can also sort the list ascending (smallest to largest) or descending (largest to smallest). Click continue to proceed.
If you have selected too many fields for your report you will see the following error message, indicating that you cannot save the report.
Otherwise you can choose to save the fields definition, order definition, and selection criteria that you have just defined.
Finally you will have the opportunity to give the list a name and save it. When you need to use it again you can select it and even modify it and save it again. You can also modify it and save it to a new list name.
Once you have saved the report, you will be able to change the report to be either landscape or portrait as well as the column widths with the form seen below. Note that the widths you set in this form will cause the actual report's column widths to match, resulting in wrapping if the text in a column is wider than the column's width.
Select Preview Report to see your data displayed in a report screen that you can print or export to an Excel file.