Smartstaff
1,385
edits
Changes
→See Also
{{SeqReportPageHeader}}
==Overview==
Any two reports can be combined into a report/sub-report format, provided the two reports have a common fieldand the two reports are in [[Reports#Classic_Report_Builder_-_Column_Settings|Classic builder type]]. In this exercise you will:
* Create a report that lists all the departments in the system.
3. Add the '''Company''' name field to the '''Query Builder'''.
4. '''[[Report_Builder_Column_Settings#Report_Builder_Action_Buttons|Build]]''', '''save''', and '''preview''' the report.
[[Image:Reps92.png]]
==Making the Second Report==
3. Add the '''Company''' name, '''First''' name, '''Last''' name, '''Salary''', and '''Start date''' fields to the '''Query Builder'''.
4. '''[[Report_Builder_Column_Settings#Report_Builder_Action_Buttons|Build]]''', '''save''', and '''preview''' the report.
[[Image:Reps91.png]]
==Setting the Field to Link the Reports==
Next you will specify the field that both reports have in common.
1. Set the '''Parent''' field and '''Child''' field to '''Company Name'''.
3. Click the '''Close''' button.
Any time you make changes to the sub-report you must [[Report_Builder_Column_Settings#Report_Builder_Action_Buttons|rebuild ]] the primary report.
4. Click the '''Report Builder''' tab.
5. '''[[Report_Builder_Column_Settings#Report_Builder_Action_Buttons|Build]]''', '''save''', and '''preview''' the report.
[[Image:Reps87.png]]
The report now displays the contacts for each department below the department heading. This heading only appears once for each contact.
'''NOTE:''' System administrators can specify that reports are linked using values from a column in the parent and child reports. This allows for greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link the parent and the child reports, but can instead use custom fields. In the example below the field '''Grant Type - codes''' is a custom field that has been included as a column in the parent and child report. As a result the System Administrator is able to select this column when linking the 2 reports. [[Image:ColumnSubReports.png]] If you use the [[SmartDoc for Microsoft Word IntegrationOverview|SmartDoc for Microsoft Word Plug-in]] you can create formatted tables for each sub-report. ==See Also==* [[Passing Prompt Criteria to a Sub-Report]] {{PrevNextStart}} [[Using an Outer Join]]{{PrevNextMid}} [[Creating Charts and Dashboards - Overview]] {{PrevNextEnd}}
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
