Creating Reports

Reports can be create by either creating a report from a blank template or by cloning a report and then editing to match your desired results.

NOTE: Creating a report from a blank template is not recommended for beginners. It is recommended that beginners clone and then edit the report template to first become familiar with the process before attempting to create a new report with a blank template. For more information, refer to Cloning Reports and Editing Report Layouts.

To Create a New Report

Select Go To > Reports > Report Center.

At the Reports Center

Contains several reporting options available within GoldMine. click the New Report button

or right-click inside the report name tree-view pane and select New. The Report Properties dialog box opens.

When creating a report, click the Profile tab:

○ Report Description: The name to display in the Report Center.

○ Owner: Select the report owner in the drop-down list.

○ Notes: Type extra details about the report and report variables.

○ Report Filename: Type or select the file name of the report template. The reports store in the Reports folder of the main GoldMine directory. Report templates should end with the extension .fp. For example, MyReport.fp.

IMPORTANT: If you do not give the report a unique file name at this stage of the process, it does not save.

○ Default Printer: Select a printer:

○ Selected Printer: The device designated in the Output to section of the Reports Menu

○ Layout Printer: The special printer selected in GoldMine’s layout mode

Click OK on the Profile tab to return to the Reports Center. The new report is now listed in the report list.

Highlight the new report and click the Layout button

or right-click and select Layout. A blank template opens.

Use the Reports Layout Local Menu and Report Center Toolbar to format your GoldMine Report. For more information, see Editing Report Layouts.