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Claris Engage 2025 - March 25-26 Austin Texas ×

Inserting values from multiple records


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Hi everyone,

I want to automate a quick report on Companies, Managers, and their attributes like age and salary. These are found based on some criteria. I have to files that are related: Companies (One side) and Managers (Many side). The report must be on a one record basis to fit on the layout, such as:

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Company Name| Managers

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If you do the report in the companies file, then you need to use a portal to display the manager info. But, portals don't really work very well when printing. You would be better off doing the report fromt the managers database. Create a reverse relationship from managers back to companies. Then set up a report layout with a subsummary by company; put the company related fields in this sub-summary part. Then do a find for managers in the companies that you want in the report; sort by company; then print.

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This topic is 8190 days old. Please don't post here. Open a new topic instead.

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