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Subreports

Introduction

Subreports are separate self-contained reports which are embedded within a parent report (called the primary report). When the primary report is generated, each time a subreport is encountered, the subreport is generated and then placed onto the page at the relevant location within the primary report.

They come in useful when you want to present information from different data sources in a single report. You could also present different views of information in a single report, say a summary at the beginning of the report followed by details.

You can

• Limit what is passed to the subreport to exclude irrelevant information using criteria.

  Note: Subreport criteria are not displayed for selection at the point the report is generated.

• Join up rows of information in the subreport to relevant rows of information in the primary report using criteria.
• Resize the subreport to fit neatly into the allocated space on the primary report.
• Set the subreport to display horizontally in the primary report.

Note: Subreports that are contained in your report are not exported to Excel.

Add a subreport

To add a subreport:

1. Open the primary report and select  Add subreport from the toolbar, or choose Toolbox > Add Subreport.

2. Click and drag to draw where you want to add the subreport.

   The Report Wizard opens. Follow the instructions in the wizard to create your subreport.

3. The subreport is displayed separately to the primary report. You can switch between the reports using the tabs at the top of the window.
4. The subreport is created with items such as a title, description and end of report banner. It is likely you will want to tidy up the subreport by removing unwanted headings.

Edit a subreport

To edit a subreport:

1. Open the primary report that contains the subreport.

2. Find the subreport you want to edit.

   Tip: If you are having difficulty finding the subreport, open the Report Explorer pane and look for a subreport icon and report name.

3. To open the subreport, either:
   1. Double-click the subreport in your report.
   2. Select Report in the Properties pane, then click the finder button .
4. The subreport is displayed separately to the primary report. You can switch between the reports using the tabs at the top of the window.

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