How to Use FileMaker Pro

Filemaker Pro enables you to gather information and convert it into databases, reports and page layouts. Forms such as surveys, service requests and customer feedback can also be published online. Filemaker Pro is database software that is compatible with Windows and Mac OS.

Difficulty: Moderately Easy

Instructions

1. Retrieve a document by going to "File," then "Open" in Filemaker Pro. Pick "Recent Files," "Browse Files" or "Favorite Files" to open the file of your choice.

2. Close a file by clicking a red close button in Macs, or go to the upper right corner of the document in Windows, then click the close box. Select "Close" from the "File" menu to close all document windows.

3. Create a database by using a Filemaker template, or create your own database. Go to "File," then "New Database." Start a file without a template by choosing "Create empty database," then "OK." Pick "Create database using Starter Solution," then "All Solutions" if you prefer to work within a template.

4. Choose a field name and type for your database, such as text, number, date or time. From "File," go to "Manage," then "Database." Select "Fields" when the "Manage Database" box appears. Name your database, pick a field type for displaying, sorting and calculating your data, then select "Create" to start your database.

5. Open a page layout by going to "View," then "Layout Mode." From the "Layouts" menu, pick "New Layout/Report." Name your layout, then click "Finish" to save it.

Tips & Warnings

• Filemaker Pro saves your documents automatically, so a "Save" command is unavailable. You can uncheck "Save record changes automatically" if you want to save your work manually.