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==Overview==
Any two reports can be combined into a report/sub-report format, provided the two reports have a common field. In this exercise you will:
* Create a report that lists all the departments in the system.
* Create a second report that lists everyone in each department.
* Link the two reports together to create a report/sub-report.
==Making the Primary Report==
1. Create a report named '''Primary Department List'''.
2. Use the '''Branches/Offices''' table.
3. Add the '''Company''' name field to the '''Query Builder'''.
4. '''Build''', '''save''', and '''preview''' the report.
[[Image:Reps92.png]]
==Making the Second Report==
1. Create a report named '''Employee List'''.
2. Use the '''Users''' table.
3. Add the '''Company''' name, '''First''' name, '''Last''' name, '''Salary''', and '''Start date''' fields to the '''Query Builder'''.
4. '''Build''', '''save''', and '''preview''' the report.
[[Image:Reps91.png]]
==Joining Two Reports==
Next you will reference the '''Employee List''' report from the '''Primary Department List''' report.
1. '''Edit''' the '''Primary Department List''' report.
2. Click the '''Set Sub-Report''' tab.
[[Image:Reps90.png]]
3. Set the '''Report Name''' to the '''Employee List''' report.
==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'''.
[[Image:Reps89.png]]
2. Click the '''Add''' button.
[[Image:Reps88.png]]
You can add more than one sub-report to the same primary report.
3. Click the '''Close''' button.
Any time you make changes to the sub-report you must rebuild the primary report.
4. Click the '''Report Builder''' tab.
5. '''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.
If you use the [[SmartDoc for Microsoft Word Integration|Microsoft Word Plug-in]] you can create formatted tables for each sub-report.
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
Any two reports can be combined into a report/sub-report format, provided the two reports have a common field. In this exercise you will:
* Create a report that lists all the departments in the system.
* Create a second report that lists everyone in each department.
* Link the two reports together to create a report/sub-report.
==Making the Primary Report==
1. Create a report named '''Primary Department List'''.
2. Use the '''Branches/Offices''' table.
3. Add the '''Company''' name field to the '''Query Builder'''.
4. '''Build''', '''save''', and '''preview''' the report.
[[Image:Reps92.png]]
==Making the Second Report==
1. Create a report named '''Employee List'''.
2. Use the '''Users''' table.
3. Add the '''Company''' name, '''First''' name, '''Last''' name, '''Salary''', and '''Start date''' fields to the '''Query Builder'''.
4. '''Build''', '''save''', and '''preview''' the report.
[[Image:Reps91.png]]
==Joining Two Reports==
Next you will reference the '''Employee List''' report from the '''Primary Department List''' report.
1. '''Edit''' the '''Primary Department List''' report.
2. Click the '''Set Sub-Report''' tab.
[[Image:Reps90.png]]
3. Set the '''Report Name''' to the '''Employee List''' report.
==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'''.
[[Image:Reps89.png]]
2. Click the '''Add''' button.
[[Image:Reps88.png]]
You can add more than one sub-report to the same primary report.
3. Click the '''Close''' button.
Any time you make changes to the sub-report you must rebuild the primary report.
4. Click the '''Report Builder''' tab.
5. '''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.
If you use the [[SmartDoc for Microsoft Word Integration|Microsoft Word Plug-in]] you can create formatted tables for each sub-report.
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
