Chained Reports

Chained Reports combine multiple reports into a single multi-page document. They are a convenient way to bundle related reports into a format suitable for printing or sending to a mailing list.


For example, you could combine a report on total monthly sales over time, product sales for the month, and a report highlighting this month's top selling employee. And you could schedule it to be emailed regularly at the end of every month.


A benefit of Chained Reports is that, unless you want to use collation, they do not need to have anything in common. You could chain entirely disparate reports together without a problem.


Making a Chained Report


A Chained Report is basically a list of reports, and making a Chained Report is as simple as making a list.

To make a Chained Report:

  1.   Click the New Report    icon and select  Chained Report.   Enter a name for the Chained Report and select a folder where it should live.   It does not have to be in the same folder as the reports that it contains.                                                                                                                                                                                                                                                                         Caution
    A report name   cannot contain the following characters:    \ / : * ? " < > |
      
  2.  On the Reports page, add the reports to include in the Chained Report.   Supported report types are Advanced Reports, Express Reports, Crosstab   Reports, and ExpressViews.  

    The order of the reports in the list is the order they will appear in the   output. Click the Up  or Down  arrows to move a report up or down in the   list. Click the Delete icon  to remove a   report from the list.

      
  3.   Click the Save  icon   to save the Chained Report.


Note about export types


If one of the reports cannot export to a certain file type, then the Chained Report cannot export to that type. All of the reports must share at least one export type, or else the Chained Report will have no compatible type to run as. Supported types are PDF, Word (RTF), CSV, and Excel (XLS).


Reports with templates


Template reports can be added to a Chained Report. The Chained Report must be exported to the same file type as the template. Multiple templates of the same file type can be chained together, with the exception of Microsoft Word based templates.

Prompting filters and parameters

If one or more reports has prompting filters or parameters, then you can set rules for what should happen when the Chained Report is run.

To edit a report's prompting options:

  1.  On the Reports page, click the Report Options  icon.  
  2.  For each prompting filter and parameter, the following options are available:  


Common Prompt

  

All reports which contain this filter field or parameter will   use the specified value. In the Data (Prompt Text or Value)   field, enter the text to prompt the user for a value.

  

Report Prompt

  

Only this report will use the specified value. In the   Data (Prompt Text or Value) field, enter the text to prompt   the user for a value.

  

Assign Value

  

The Chained Report will not prompt for a value for this filter   or parameter. In the Data (Prompt Text or Value) field, enter   the value to use.


 Tip


Values for prompting filters and parameters cannot be set when scheduling a Chained Report. If a Chained Report is intended to be scheduled, use the Assign Value option to specify values.


Chained Report options


The Options page contains the following options:


Default Export Type


        Select the file type to which the Chained Report will export by default. Available types are limited by report export restrictions, and             by the Allowed Export Types option. HTML is not supported.


        Default

 

        Uses the environment's default export type.


Allowed Export Types


        Select which file types the Chained Report is allowed to export to. You must select at least one type.


No Data Qualified Action


        If a report has no data, choose what to display:


        Show Placeholder

 

   Show the report without any data in it.

        Skip Report

 

Show nothing, and move on to the next report.

Collate Reports on


      Select whether to collate the Chained Report, and which data field to use. This option is disabled if the reports have no common               data fields. See Collating reports.


Page break after each report


    Select whether to start a new page after every report. This only affects PDF and RTF files.


Collating reports


Collation breaks up the reports in the Chained Report by a specified sort field, and then groups together the reports by each instance of the sort. Essentially, this turns a sort field into a common grouping for the reports, working in much the same way a group section would. This can allow you to use individual reports as pieces in a composite report.


Order of reports in a collated Chained Report

    Report 1, filtered by group 1

    Report 2, filtered by group 1

    Report 1, filtered by group 2

    Report 2, filtered by group 2

        and so on.


Some common uses for Chained Report collation include:

  •  Grouping disparate reports by order number, or employee number, or   something else in common
  •  Combining mostly identical reports, only with different filters or joins,   into a composite report  
  •   Making a composite report with multiples of a feature which normal reports   can only have one of, such as a detail section


 Caution
Collation is recommended for advanced users only.