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How to Create a Summary Report with Multiple Subreports and Pull Specific Totals from Each?

  • June 26, 2025
  • 1 reply
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Hi Community,

I’m working on building a summary report in Acumatica that consolidates key metrics from six different reports. Each of these reports has its own unique filters, such as different CompanyID, TaxAgencyID, and date parameters. Here's what I want to achieve:

  • The main report should act as a summary sheet.

  • Each subreport should return one or more calculated values (like CuryDocBal total from OTP Purchase Report, or LineNbr = 1 value from Tax Summary Report).

These totals should be displayed in specific sections of the main report.

Any suggestions, best practices, or a guide/document that could help me design this correctly?

Best answer by lauraj46

Hi ​@tahayabali ,

On the main report you will need to create a subreport control for each of the embedded subreports.  The Parameters collection on the subreport control is used to pass the values of the parameters from the main report to the subreport.  The value passed can be a paramter, a calculated value, or even hard coded on the main report.  The subbreport should have the exact parameter name in it’s build schema.

To display the subreport value on the main report, you can either display the subreport itself, or you can pass a variable back to the main report.  If you need to use the result to do math on the main report, you will want to pass the value back as a variable and create a variable on the main report to capture that value.  The format on the main report to reference a variable on the subreport is $subreportname_variablename.  The subreportname is the name of the subreport control on the main report.  Keep in mind that the position of the subreport must be such that it is called before the variable value is available for calcualtions.  You can ensure this by putting the subreport in a separate section.

If you display the subreport itself, keep in mind that page headers and footers of a subreport are not displayed on the main report.  For a single total number, often it makes sense to hide all of the subreport sections except for the report footer.

When using subreports, it’s also important to allow enough space on the main report and to shrink the subreport so that it doesn’t take more space than necessary.  If the subreport expands to the right it can overwrite other fields on the main report making them invisible.  

Hope this helps you to get started!  Let us know if you have other questions.

Laura

1 reply

lauraj46
Captain II
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  • Captain II
  • Answer
  • June 30, 2025

Hi ​@tahayabali ,

On the main report you will need to create a subreport control for each of the embedded subreports.  The Parameters collection on the subreport control is used to pass the values of the parameters from the main report to the subreport.  The value passed can be a paramter, a calculated value, or even hard coded on the main report.  The subbreport should have the exact parameter name in it’s build schema.

To display the subreport value on the main report, you can either display the subreport itself, or you can pass a variable back to the main report.  If you need to use the result to do math on the main report, you will want to pass the value back as a variable and create a variable on the main report to capture that value.  The format on the main report to reference a variable on the subreport is $subreportname_variablename.  The subreportname is the name of the subreport control on the main report.  Keep in mind that the position of the subreport must be such that it is called before the variable value is available for calcualtions.  You can ensure this by putting the subreport in a separate section.

If you display the subreport itself, keep in mind that page headers and footers of a subreport are not displayed on the main report.  For a single total number, often it makes sense to hide all of the subreport sections except for the report footer.

When using subreports, it’s also important to allow enough space on the main report and to shrink the subreport so that it doesn’t take more space than necessary.  If the subreport expands to the right it can overwrite other fields on the main report making them invisible.  

Hope this helps you to get started!  Let us know if you have other questions.

Laura