Deeper dive into Report Designer - Where to find more documentation

@claudematherne24 Subreports can be a little tricky, but once you get the hang of them they are very easy to work with. Once you make the report you want to use as the subreport I recommend adding it to the site map so it has a screenID and you can test the parameters to make sure that it populates correctly as a stand alone report.

Once you know it will populate as desired, you can open the main report and make a subreport object and place it where needed. The link from main report to subreport is specified in the Collection Parameters of the subreport object.

Collection Parameters can be entered as the value of a field seen in the report, like =[ARInvoice.RefNbr], or you can pass the value of a parameter collected from the main report like =[@RefNbr]

The subreport will need to have the exact same parameter in it’s build schema and the expected parameter value will need to be able to populate, so there can’t be default values used in the subreport if you are expecting to insert a value from the main report to the subreport.

You can even pass variables from the subreport back to the main report using the format of $subreportname_variablename, where these placeholders are replaced with actual subreport and variable names.

Do you have a standard on how you map the subreports to the site map to not create conflicts?  Do you just delete them from the site map after?

Conflicts:

--Naming Convention: Report Screen ID starts with 60 as per Training tutorials.

--Naming Prefix: Prefix can be selected based on screen SO,PO etc. I usually add to the reports section of the workspace.

--Changing Screen and subScreen sequential number.

 Delete record:

-after removing from sitemap, Workspace, verify UserTable and delete the record.

Hope this helps, if still needed.

Hi ​@claudematherne24 ,

I am going to be presenting at on an upcoming community webinar on the subject of the Report Designer.  If you have some other Report Designer topics that are of interest, please feel free to post here or PM me and maybe I can touch on some of them.

Laura