cclooksgood
Posts: 48
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| Posted: 02/23/2011, 12:36 PM |
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Property Management System - I have three tables. 1 Master and 2 details
Property
Rents - propid
Expenses - propid
I have a report that breaks on Propid and totals up all rents on a date range. The issue is the expenses do not print per property after the rents. Instead they print at the end separately.
I have this working perfectly in Access and would love to have it working online.... Somehow I need to have it work online. If I put a search panel up top and pull one property it works perfectly obviously, but I need to print 100 easily without having to pick each one individually.
I think I need to possibly create a generic property report and then embed two subreports just as I did with Access.... How do i do this? Maybe put panels on a page with include files, not sure any ideas.
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pbarkley
Posts: 37
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| Posted: 12/30/2011, 3:29 PM |
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Obviously it's been a while since you posted this, but I was looking for information today on this same topic, and managed to figure it out. You basically create a new report page, then use the Report Builder to create the first report, say rents. Let the Builder create a Search box for you plus the report itself, so you can restrict your report to, say, just one Property ID.
Once that's working, go into the html view and find the bottom of the report and get beyond it (or you can probably do more complicated things with tables, but this is easy). Then use the Report Builder again but don't bother creating the Search box since it's already there. Just build the Expenses part of this as if it was a separate report, which of course it is. Since both reports run from a data source that can see the URL parameters, they'll both run fine. Obviously you'll have to set the WHERE condition for the second report by hand, but you're probably going to be tweaking the reports anyway.
Presumably you can do this for any number of subreports. HOWEVER, from a design view, there's a big question whether this is a smart thing to do or not. In your case I would not want to see a report that listed a bunch of rents for 50 properties, and then below that listed a bunch of expenses for those or other properties. I think that would be confusing. If I only selected one property at a time, it would be perfect. Otherwise, you need to use the Data Source builder and join up all the rents and all the expenses into a view, and report on that in a single report grouped by Property ID. That's actually what most people would want in this situation, and perhaps what you intended.
But if you're looking for a "360 degree view", the subreport idea works well. For example, I have Contacts who are involved with organizations, sites, awards, correspondence, and a half dozen other things. If you want to see all these things for one person, this report style works well since the individual subreports are really not related to one another, as your expenses and rents are (probably consisting of typical financial transactions with a debit or credit plus a description). Some of my data has dates, so theoretically I could run all those things together to form a chronological listing for a person, but other data does not have dates and won't fit together at all.
Anyway, just some thoughts for anyone else searching on this topic. Access style sub reports can be done in CCS if you want them.
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