08-17-2008 02:38 PM - edited 08-17-2008 04:57 PM
I'm trying to create a sub-report for my Opportunity report to list each of the products associated with an opporunity. I'm not sure what field I should be using to link the two. If I right-click the sub-report and select data there are a bunch of fields with non-descript name: Opportunity Field, Opportunity Field1, etc. When you first add the subreport, the link field window list has a Field Column and Field Type Column. There are three fields, Field and Field1 with the type Opportunity Name. I have no idea which to use, but none of them work anyway. No matter what I do, it wont output the opportunity product info.Is there some other trick to getting this sub-report to show up?
08-17-2008 06:04 PM
08-18-2008 05:15 AM
08-18-2008 08:47 AM
08-18-2008 10:36 AM
I figured it out. Technically it was the report design, but really it's the Report Designer itself. For some reason the sub-report defaults to not visible. You have to change it while editing the sub-report itself, not just from the main report template.The only way to notice this are the very subtle diagonal hash marks on the sub-report section backgrounds, which are almost unnoticable on a small laptop LCD or by noticing that specific property on the Properties window, which is conveniently off by default.
Thanks for the OpportunityID field suggestion though, that was the problem with not getting the data.
Hoping that someone at Sage reads this as I am more than a little unimpressed with the Report Designer and accompanying documentation.
08-18-2008 11:21 AM
There is some sense to having the sections of the sub-report start off as not visible. I had forgot about that because it's so automatics for me now to make the necessary sections visible when I'm working on a sub-report.
I will agree that there is a lack of any comprehensive documentation on the ACT! report designer. However, I am impressed by the capabilities of the underlying report generator and find the main limitation is the fixed data sourcing that the report editor uses. I'm hoping for the addition of open data sourcing in a future version. In case you are curious about what can be done with the ACT! reports, here is a link to my custom report package and from there you can view a PDF of samples of my reports.