2 Replies Latest reply on Aug 22, 2013 7:02 AM by erolst

    How to create a report?


      Hi All,


      This may be a simple question, but it has been boggling my mind.




      I am creating a report wich is showing fields from a specific layout. The layout has a relational portal within it. My report is pulling fields from both the layout and the portal.


      It only allows me to create and report summary feild with respect to the layout, the summary fields do not work when trying to report on any portal fields. is there a way around this?


      Thanks all,


        • 1. Re: How to create a report?

          Instead of basing your report on the parent table occurrence, base it on the child (the TO the portal is pointing to).


          An alternative is to use the GetSummary ( ) function, which allows you to define a calculation in the parent table that does basically the same thing as a summary field - but it's a bit less flexible.





          • 2. Re: How to create a report?

            Was just preparing this while Mike answered …


            In most cases, the table with more granularity (more data) is better suited for creating a report; in a one-to-many relationship this would be the “many” table.


            As a concrete example: to print an order confirmation, use the line items table, not the orders table. You can still pull in the relevant related data (order num, date, customer etc) from the order table (or the customer table one hop further) and display them in the header, and you can order/summarize your line items using sub-summary parts and summary fields.


            Make this work by using a script that goes to the related records from the portal (matching only, and maybe in a new window) and uses your report layout as the target, then sorts the records to make the summaries work.