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Issue designing report

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    #1

    Issue designing report

    I've almost completed converting an Alpha Four app to Alpha Five. I'm down to one final summary report. This report was initially created in Quick Basic because the developer could find no way to produce it in Alpha Four. I seem to be having the same issue in Alpha Five. Essentially there are three parts on the report: a summary of various billable transaction types identified by a two-character code; a summary of non-billable (maintenance) items of which there are only four; a late-charge detail of varying size. The simplest method I came up with has all the transactions in one table and a report consisting of a single detail section for the first section and two sub-reports for the other two sections. The first two sections work just fine but the third (second sub-report) comes up empty. I finally found the reason to be the initial section filters all transactions except "LD" (late-charge detail). In the second sub-report when I try to filter on only "LD" transactions it doesn't find any ... because they were excluded in the main part of the report.

    I subsequently created a "summary" set and added two more extract tables: one for the maintenance items and one for the late-charge detail. I fudged the invoice types in the linked tables to match the type of a single summary record in the primary table. It doesn't matter which, the idea was that when the report found the type in the primary table it would pick up the matching items in the linked tables for the sub-report sections. Voila. I have three sections exactly as I wanted except ... in the first summary section I now have a summary item for each detail item in the linked tables!!

    I've attached a zip file with the set (and hopefully the report (layout?) based on the set), a PDF of the old Alpha Four report and a PDF of what I'm now getting with my last attempt in Alpha Five. I've been working on this for five days and it's driving me nuts. Any thoughts?
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    #2
    Re: Issue designing report

    Not sure I understand completely but the subreports are generally placed in the detail section. When I made a separate version of your report and moved them there I think I see numbers more like your original report.

    Sub-Reports

    Creating Sub-Reports

    A sub-report is an entire report that is placed in the Detail area of another report. Its main purpose is to display data from tables linked in a set using one-to-many links at the same level. A common example of this is a set used to track Charges and Payments on an account.
    There can be only one.

    Comment

      #3
      Re: Issue designing report

      Stan, I moved the sub-reports up to the detail section as you suggested however I see no difference in the preview of the report. Perhaps you could attach the results of your changes and I could try to duplicate.

      Comment

        #4
        Re: Issue designing report

        I thought I'd take a moment to close out this thread. I reached a solution however it took some creative effort. Essentially the report I was trying to duplicate had three sections: a billable transaction summary; a maintenance flight summary; and a late charge detail. Rather than using a three-table set, I modified the Xbasic billing code to create a single table (xtrSummary) with three "Report Sections" (RS1, RS2 and RS3). I then created a report using the report sections as the primary group and color equations to hide/display certain print values where and when needed.

        I couldn't come up with any way to duplicate the "Accounts "Rcvble/Paybable" values in the transaction summary (RS1). I kept getting calculated field errors of one sort or another. I ended up saving the values in global variables and used them in the last section of the report to produce the results needed. The attached zip file contains the final results.
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