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Report print and potentially aggregate RRS feed

  • Question

  • Hi,

    I have a set of reports I would like to run at the end of a Case. Does anyone have any suggestions as to be best way to implement producing them? Reports are something like:

    Case notes. (tblCaseNotes)

    Case Events (tblCaseEvents)

    Case Details (tblDetails)

    Print all three, and potnetially maybe some way to join them all into one (if possible)?

    Relationships

    Customer 1:M Case

    Case 1:M Events

    Case 1:M CaseNotes

    I have read something about sub reports, but not quite sure how to use / implement.

    Seeking some views, all appreciated.

    Thanks

    John



    JG

    Sunday, August 26, 2018 6:23 AM

Answers

  • You can produce a single report by basing a parent report on a query which joins the cases and customers tables, and including within it three subreports to return the notes, events and details relating to the case.  Each subreport would be linked to the parent report on CaseID or similar.

    Each subreport is designed independently as a separate report object.  These are then embedded in the parent report by adding a subreport control for each to the parent report, and setting the SourceObject property of the subreport control to the relevant report object.

    A subreport is linked to the parent report by setting the LinkMasterFields and LinkChildFields properties of the subform control to the relevant keys, such as CaseID.

    Ken Sheridan, Stafford, England

    Sunday, August 26, 2018 12:35 PM

All replies

  • You can produce a single report by basing a parent report on a query which joins the cases and customers tables, and including within it three subreports to return the notes, events and details relating to the case.  Each subreport would be linked to the parent report on CaseID or similar.

    Each subreport is designed independently as a separate report object.  These are then embedded in the parent report by adding a subreport control for each to the parent report, and setting the SourceObject property of the subreport control to the relevant report object.

    A subreport is linked to the parent report by setting the LinkMasterFields and LinkChildFields properties of the subform control to the relevant keys, such as CaseID.

    Ken Sheridan, Stafford, England

    Sunday, August 26, 2018 12:35 PM
  • Thanks again Ken for your detailed response. I will give it a go.


    JG

    Sunday, August 26, 2018 11:39 PM