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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I need to prepare reports for political candidates similar to the attached sample. Contributions, expenses, loans, etc., meeting certain criteria need to be itemized for each reporting period.

While I don't have any problem locating the records to report, they reside in different tables (and are located by separate queries on those tables) but need to appear together in the body of the report.

I'd appreciate any suggestion on how to approach this without printing each section on its own individual page.

James

www.james-mc.com

report.pdf

Posted

One suggestion could be to store each of results from the seperate tables into global fields and then display the global fields in the report since it seems as though the report is a single report.

Posted

Thanks for the suggestion on using global fields. I might be able to gather up the proper related records using the List function and then put the results into globals. I do need the individual line items underlined for readability, though, and am not sure how to do that.

I've also thought that I might be able to find the right records in the various tables and then copy all of those to another table just for the report and then run subsummaries based on section number.

I'll do some experimenting but would welcome other ideas or comments.

Thanks for getting back with me.

James

  • 6 months later...
Posted

I am having a similar issue with creating one report showing data from different tables in my solution. Did you finally get a satisfactory result in reporting from multiple tables? If so would you mind sharing how you did it?

Thanks - A

Posted

I did get a result that works, and I am using it now. But it was quite tedious to work out and is difficult to modify.

Basically I created a separate report table into which I imported records from the other tables that I wanted to aggregate data from. Then from the report I prepared a subsummary report for printing. Getting the thing to format properly was troublesome (because the various sections required a different look), so I had to also insert records for the headers and footers that I wanted for each section.

Here's a copy of the Report, and you'll see what I mean about the headers, footers, section numbers, etc.

Does this help any?

James

www.james-mc.com

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