Advanced Report Creation through Subreports

The Report Center in Connected Business is completely built from the ground up that allows businesses and organizations to create from simple to advanced reports and keep them abreast in the competition.

In an intuitive reporting environment, we are introducing a very substantial feature called the Subreport. A feature that is very helpful when you want to include a whole report, set of data fields or snippets of a specific report that is to be embedded in a report. You can design and customize how these data will be displayed on a report and any changes made on the embedded report, may it be adding or deleting data sources, the master report gets updated as well. This makes the Report Center a powerful feature due to its versatility and convenience in the report-creation processes.

Subreports Defined

A subreport is a report placed inside the details of another report, called the master report. This is used when adding detailed comparison of the present information gathered or to augment the data inside the master report.

Adding Subreports in an Existing Report

There are two ways to add a subreport in a report:

  • By creating a new report where the subreport page will be displayed during the process of report creation
  • By editing an existing report and then add a subreport

The Report Center in Connected Business is accessible on each module designed to help you go directly on a report for that specific module. For illustration purposes, we will discuss on how to add a subreport in an existing report and we assume that you already have an existing report.

Connected Business already has built-in reports so you may easily add or customize reports such as adding subreports.

From the Report Center of the selected module, click on the master report from the Report Explorer pane. Click Edit in the options menu. (Alternately, you may also right click on the selected parent report and then select Edit in the options.)

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From the Report Designer, click the Design button from the menu option to open the Design Report form. The Design Report form lets you utilize the functions of the Report Wizard without actually creating a new report. You get to stay on your current report and input information to it through a wizard-type process. It also lets you add data into the report without modifying or adjusting the layout that much.

We can run through all the tabs in the Design Report form if you want to modify the existing details and data fields inside the report or we can proceed with the Subreport tab.

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Click the Plus button, which will show a search screen of existing reports, and then type the name on search field or click the folders to view its contents. Each existing report in the report search includes the data source it contains. You can add as many subreports as you want relevant to the master report.

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Selecting the subreport brings you back to the Subreport tab. The entry inside the list of subreports panel contains columns that show further details about the subreport: the name of the report, the data source it contains the data source type and add to report band field as to what band you will add the subreport to. The Add to Report Band has a dropdown button that you can choose from existing bands inside the report to where you want to insert the subreport.

In the Report Designer, you can build the report with bands. Report bands are sections of different kinds and uses. You can define which band to place each control you want to include in the report, how the control inside a particular band will be printed and be displayed, and how many times.

  • The Detail Band, or the StandardDetail Band, is an integral part of a report. Unlike the other bands - title, footers and header bands - you cannot delete the detail band. This is where you place the data that will comprise the essential data inside the report.
  • Group Header Bands are shown above each grouping band of the report. These Group Header Bands, GroupHeader1 and TitleGroupHeader, are usually auto-generated inside the report when you apply grouping and sorting of fields in the Report Wizard or the Design Report form.
  • The Footer band, or the StandardPageFooter band, is the band that is rendered once in a report. Located at the bottom part of the report, Footer Bands contains the final informative part of the report. It usually contains the reports' conclusive data.

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On the right side of the subreport, you can filter the field that will be shown on the master report. The relationship criteria are based from the type of the data source of the subreport. You can add more of these by clicking on the Plus button.

Adding the subreport will add a subreport control to your report designer view. This area will show the name of the subreport control, the report code, report name and the selected data source to be viewed.

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Keep in mind that a parent report can only accommodate three subreports, and that one parent report can only keep first-level subreports - meaning your subreports cannot have its own subreports.

Also, if you are creating parent reports with subreports, it works better to use Tables, Views and Queries as data sources. Although using Stored Procedures as your report's data source works too, but the first three data sources work faster with the Reports engine.

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