I have researched this topic, but the responses have not seemed to help. I set up a report in Microsoft SQL Report Builder (I am doing this with widgets, not code). I then set up a sub-report.
The sub-report has a parameter and a filter which refers to the parameter.
The main report has a parameter as well which refers to the identifier that ties the two reports (employee id).
I have used the sub-report properties after embedding the sub-report to set a parameter of the two parameters (main and sub) matching.
What I am getting in the main report is a correct main report, but the sub-report repeats the first person (on the main report)'s information on each separate page of the report. (The report is grouped by employee id and I have a page break after each group.)
Related
I have a Crystal Report that gets its data from a SQL Server view. The users want the view to be able to get data from a particular start/end date range which means the view needs parameters passed to it.
I have put the view's query into a SQL Server stored procedure with parameters.
I was able to get the Crystal Report in question to use that SP as part of its data and it prompts for the start/end dates just fine.
I have gone through the formula fields and was able to modify the formulas to point to the corresponding fields in the SP's data in stead of the view.
I need to somehow get the fields that are displaying in the details section of the report and other areas to utilize data from the new SP and not from the view.
I'd like to modify each control and field on the Crystal Report layout to somehow change the tablename of those fields from (CurrentTableName).(FieldName) to (NEWTableName).(FieldName). I think this would be the least intrusive because I think some of the fields being used have formatting and other attributes added to them and I don't want to do a whole bunch of detective work.
I know in other development products there is usually a properties window where you can find the TableName.FieldName for an object in the report and you can just edit it to be NEWTableName.FieldName.
The Problem
Accounts Receivable has asked me to add (pre)payments to the invoices they send out because customers are paying twice (when they pre-pay and then when they get the invoice). They have tried sending receipts of payments with the invoice, but the double payments are still happening. Plus, as the head of Accounting said, "If doctor bills can show payments, why can't we? The pre-payments are applied in the system to an invoice but why is there no way to include that on the invoice?"
My Investigation
The Invoice report form has ARTran entity as the detail lines on any given invoice. However, ARTran only includes the itemized lines created for an invoice (usually from a link Sales Order) and not the applied payments. Applied payments are in the table ARAdjst which has no correlation to ARTran. So, my immediate thought is that a subreport is needed. Acumatica's help files say in order to add subreport, the report definition file needs to be in the same file on the server as the main report definition and that the subreport needs to have the same report parameters as the main report.
Proposed Solution
Create a subreport for ARAdjst for an invoice and total the payments in the subreport at the bottom of the main report. Let the subreport be visible only if there are payments. Subtract the payment total from the invoicing total, which is what Accounting really wants.
How It's Going
I have created a simple report called Adjustments that has the same parameters as the invoice and shows the ARAdjst for the invoice and sums the total for payments. I added the subreport to the Invoice report and linked them via parameters. I haven't even tried to get the sum of Adjustments to a field on the Invoice. I also added the Adjustments report to the server via the Report Designer (which puts the definition in the database) and by copying the file to reports folder on the server because that's what the help says to do. It crashes every time I try to run invoices in Acumatica. I also had to remove the group footer on invoice that I added for the Adjustments subreport, because I was getting an error even if I rolled back to a different version. I've considered the fact that since it's not a system report, that might be why it won't let me add it as a subreport. There are no system reports that show (pre)payments beyond AR Detail or AR Register, both of which are not what I'm looking for.
My Plea
Has anyone added a non-system report as an Acumatica subreport before and had the addition work? If yes, how?
I'm feeling like this solution is dead in the water, right now. And I never thought I would see the day when I miss Crystal Reports, ha. I was going to take screenshots of the report layouts, but obviously, there is more to it than that or it would be working.
There's nothing really special with built-in sub-reports.
You need to have 2 rpx files in reports folder for report and sub-report.
Then you put a SubReport element in the main Report.
Passing the parameters is the most tricky part. Reference: https://help-2018r1.acumatica.com/Wiki/ShowWiki.aspx?pageid=da5f4cca-6435-4400-a814-8d74ae813986
Maybe I'm wrong but from what I know, you can pass a parameter from Report to Sub-Report:
But you can't pass the parameter from Sub-Report to Report:
To display the total of Sub-Report in the Report I would add a new custom field to the report DAC (invoice) that sums the pre-payments. This custom field can be initialized with the desired value in many ways. For example, using a field attribute like PXFormula/PXDBCalc or with a FieldSelecting event.
I am grouping the data in my table by person and term. I am trying to separate term groupings but keep them on the same page and have only one person per page. This image shows how it looks in Crystal Reports. The only issue I am having with SSRS is that it is putting each term group on a new page.
Crystal Reports output
Design View
Without seeing the report design it's hard to say but I would guess you have a row group that groups by both person and term with a page break set between the group.
You need two separate row groups, the inner one by term and the outer one by person, then only have page breaks on the outer group.
If this does not help, show your report design including row groups and their properties
I have two tables: Application (PK: Application_ID) and App_support_domain (column: team_name, FK: Application_ID referencing Application table)
I am trying to display the data present in the Application table based on the selection of team names.
I have created a LOV popup (P2_NEW) to select the team name.
After selecting the team name I want to show the application data in the form of a report, so I have created a dynamic action that will show the body region which has the application data.
But the SQL query that I have written does not return any data. I think it is not taking the P3_NEW LOV value and displaying the application data.
Please let me know if you need more info/clarification.
Could you please take a look and help me out?
A "show" dynamic action will not resubmit the report. Add 2 actions to the dynamic action. One to refresh and an 2nd one to show. That will force the report to to refresh. Make sure you put P2_NEW in the "Page Items to submit" for the report.
I want to create a report (.RDLC) in Visual Studio 2010. The report should show parent record initially when the user clicks the expand button it should load the child records in the same report.
I have employee records which has to be shown as parent record and when the user expands then the detail report should be shown with the list of projects the employee has worked on.
I tried with sub reports, but it showed me the parent records initially and when I select any record then it shows the details records in another report. but I want both Parent and Child records should be shown in same report. There is no grouping between the Parent and Child records. Employee id is the matching column.
Thanks,
Prakash.
The easiest way to group anything in an RDLC Report is by using the List component. Which you can nest as many times as you want. You can even fetch the data from multiple tables, as long as you group on a column which both data-sources have in common (FK).
Adding functionality like collapsing and expanding views comes after you grouped everything nicely.
You could start the list by grouping on employees and adding textboxes with the the data you wish to display. Inside the same rectangle you could then add a new list and group it on projects, inside this second rectangle you can then add a table, matrix or even add another list to group on something else.
You can find a good tutorial here. Option 2 is recommended, which is what I tried to describe in words and option 1 is probably what you initially tried, using subreports.