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Claris Engage 2025 - March 25-26 Austin Texas ×

Create reports with fields from multiple tables.


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Posted

I am trying to create a report that shows line items from numerous tables. I have a layout with portals for each table showing the records I want to display, however I cannot get the portals to shrink down when displaying the layout in Preview mode. This leaves me with large blank spaces on my report. Also, is there a way to make graphic objects such as lines used above "Total" fields, to not print if the "Total" field is empty.

Thank you

Posted

Hi,

You'd better build this report in one of the related table, the one that holds the data to be reported. You may need to pipeline some related data for some comfort, but still doing this kind of report from the main record is not the way it works.

May we have a sample or a better explanation of what you're looking for, which relations are involved so to help you decide which Table the report should be based on ?

Posted

I have a table/layout called "Quote".

The "Quote" layout has a portal on a tab to create related records in a table "Item 1". "Item 1" in turn has 2 related tables, "Material Line Items" and "Labor Line Items". These are in portals on the same tab. This scenario occurs 15 times. Therefore I have 15 tabs each of which can contain various categories of "Items" each with multiple "Material Line Items" and "Labor Line Items"

The report I am trying to create would show "Item 1" with all of its "Material Line Items" and "Labor Line Items" subtotaled, followed by any of the remaining "Items 2-15"

Thank you for your interest, I hope this helps.

This topic is 6036 days old. Please don't post here. Open a new topic instead.

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