Report Builder Main Menu

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CU*BASE Report Builder (Query)

Report Builder - Main Menu


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This screen will appear when you use the Create, Change, or Display option on the first Report Builder screen.

Check out the video related to this topic: Performing a Query with Multiple Conditions (More videos below!)

Helpful Resources

CU*BASE Report Builder (Query) Overview

Database Search Assistant (Search for Tables (Files) and Columns (Fields)

I tried to print a Query definition and it doesn't go to my default printer like I want. Can I change that?

Learn how to complete Query-related tasks in CU*BASE.

Screen Overview

This screen is Report Builder “command central” and contains access to all of the options available for setting up your report or inquiry. There are two methods for using this screen, depending on your preference:

  • One thing at a time! To keep things simple, just click on the button for the option you want. (HINT: “Hover” your mouse over the buttons to read more about what that option will do.) You will automatically proceed to the appropriate screen. When done on that screen, use Enter to save and return here. Then click the next button you need, and so on.

  • Give it to me all at once! If you know which of the options you will need for your report, you can use the keyboard to type a “1” in front of all of the items you will need, then press Enter to begin. The system will automatically display all selected screens, one after another, and then return you to this screen.

  • CU*TIP: To select all options, use F21-Select all and the system will automatically begin displaying all of the screens in order.

A > symbol in front of an option means that changes have already been made to that portion of the report definition.

Field Descriptions

Field Name


Selection Options

This section contains options that let you choose which data will appear on the report. The Choose files option is required first no matter what other options you plan to use.

Choose files (Where is data coming from?)

Use this option to choose which CU*BASE file should be used for the custom report. This option is required.

Create custom fields

Use this option to create a field which is the result of a computation performed on any other fields. For example, you could create a field to calculate an amount, or to combine month, day and year fields into a single date field.

Choose fields (What columns do you want?)

Use this option to choose which fields should be displayed on the report, and in which order those fields should be listed.

Choose records (What data do you want?)

Use this option to select which records should be included in the report. For example, you could select only transactions from a certain month, or membership records for a select group of members.

Formatting Options

This section lets you format what the data will look like on the final report or inquiry.

Choose how data should be sorted

Use this option to choose how the data on the report should be sorted.

Create special sorting rules

Although not necessary for CU*BASE reports, this option can be used to choose or modify the collating sequence used when sorting or selecting records. By default, the system uses a standard system in which blanks and special characters come first, then letters, then numbers.

Format columns (headings, number formats)

Use this option to choose column headings and column widths to be used when displaying and printing the final report or inquiry. This option is also used to format the data in numeric, date or time fields.

Create totals and sub-totals

Use this option to summarize data in the report, including total, average, minimum value, maximum value, and count summary options.

HINT: If you want sub-totals at certain intervals within the report, be sure to also use the Create breaks option. Otherwise totals are shown only at the end of the report.

Create breaks (Should data be grouped?)

Use this option to break the data on the report into groups of similar items.

HINT: This option is required if you want sub-totals to be included on the report. If no breaks are specified, totals can be printed only at the bottom of the report.

Output Options

This section contains options to control what will be produced when the custom report is run.

Choose output (print, display or file)

Use this option to choose whether the report data will be printed, displayed on the screen as an inquiry, or saved as a separate database file. If printing, additional options such as report and page headings can be defined as well.

Choose other special features

This option allows you to specify if calculation results should be rounded, and how you wish error messages to be handled.




Preview Report (F5)

This can be used at any time to see the final results of the report using the current parameters. (This is the same as clicking the Preview Report button.) This is a good way to check your settings to be sure that the settings are working properly.

  • HINT: To see the report layout without using actual records, try Layout (F13) instead.

Layout (F13)

This can be used at any time to see a sample layout of the report using the current parameters. Instead of actual data, the system will fill in sample data to make the layout easier to view.

  • To see the report with the actual data, try PreviewReport (F5).

Files (F18)

This can be used to see an inquiry screen showing all of the files which have been included in this report.

Select all (F21)

This can be used to select all of the options available on the screen at once, without having to select each item individually.

Additional Video Resources

Check out these additional video resources!

View more Query videos.

Visit the CU*BASE video library to view all CU*BASE and online banking videos.