Sub-report in Report Designer - correct placement

Hi ​@bwaldie ,

Your zip file contains the .rps files which are just links.  Please save the .rpx files locally and then zip and attach them to this thread.

Thanks,

Laura

sorry i did that from my mac and realized acu doesn’t like mac os. here are the rpx versions.

Hi ​@bwaldie ,

Thanks for sharing the files.  These are my suggestions:

On the subreport:

• Add a salesperson parameter and filter.
• Remove all of the controls, headings, labels, and other whitespace from the subreport except for the total which you want displayed on the main report.
• Resize the subreport so that it is only as large as the one textbox that contains the value you want to display on the main report.  The subreport will expand on the main report and if it overlaps with other fields then they will disappear when your main report is rendered, 

On the main report:

• Add a subreport control and specify the ReportName for the subreport
• Specify the parameters in the Parameter collection.  You can pass through the StartDate and EndDate from the main report.  The SalespersonID value will be a data field since it will be different for each group.  

I hope this makes sense.  Give it a try and feel free to followup if you have other questions.

Hope this helps!

Laura

​@lauraj46 i must be doing

something incorrectly. Doesn't want to show in the main report. i added to the end so it would not overlap as i test.

Hi ​@bwaldie ,

You should pass the date parameter values from the main report to the subreport like this:

Also, in your subreport the total should be in the report footer section rather than the detail section.  Be sure to make the detail section not visible.

Hope this helps!

Laura

​@lauraj46 i know this is probably a dumb question, but how do i add the footer back on the sub? and will it group together within the main report where the group by is branch, salesperson, etc?

i think i found it :)

​@lauraj46 i’m so close…..i’m guessing the salesperson isn't passing down correctly or grouping? my format is picking up on each salesperson line but not on the branch or company totals.

 

Hi ​@bwaldie ,

Looks like you are really close!  All of the groupings that you are using on your main report (salesperson and branch) should be passed to the subreport parameters and applied to the subreport as filters.  

For the totals you can call the subreport with the salesperson or the branch blank and adjust your subreport filters to select records where the salesperson = $salesperson or $salesperson is null.

Hope this helps!

Laura