You would like to learn to create a subreport within ACT!
Subreports are used to show different kinds data for each contact, company, group or opportunity in a report. For example, to display the notes and activities for each contact; you can create two subreports, one for notes and one for activities.
When you add a subreport to a template, you create a report within a report. A subreport contains the same five basic sections that you can modify by adding fields and objects or specifying other options.
Subreports are edited in the same way as their parent reports. For detailed information on how to edit report templates, refer to the following Knowledge Base document:
Subreports are used to show different kinds data for each contact, company, group or opportunity in a report. For example, to display the notes and activities for each contact; you can create two subreports, one for notes and one for activities.
When you add a subreport to a template, you create a report within a report. A subreport contains the same five basic sections that you can modify by adding fields and objects or specifying other options.
Subreports are edited in the same way as their parent reports. For detailed information on how to edit report templates, refer to the following Knowledge Base document:
Title: How to Manage Reports in ACT!
Answer ID: How to run and manage reports in Act!
Follow the steps below to add a subreport to an ACT! report.
Answer ID: How to run and manage reports in Act!
- Click the Reports menu, and then click Edit Template. The Open ACT! Report dialog box appears.
- Click the desired report, and then click Open. The Report Designer launches with your report in edit mode.
- Click the top of the Page Footer (or Section Footer) below the Detail section, and drag down to open up an area of the Detail section large enough to insert your subreport. (as illustrated above)
- From the Toolbox, click the Subreport tool
, and then click into the Detail section, hold your left mouse button and drag in your new Subreport. When you release the left mouse button a Subreports dialog box appears.
- Enter a name for the subreport (you must do this first), click the field that will link your main report to this subreport, and then click OK. Your subreport shell appears in the Detail section with the name of the subreport in parenthesis.
Note: It is recommended that you use the Contact field to link this subreport to your main report.
- Double-click the Subreport shell to open the subreport. Your subreport appears in the Report Designer.
- Important Note: By default, the five default sections associated with the subreport are hidden. You can change the settings for the sections to make them visible, and then you can add the information you want to display on the subreport.
- Drag down to open any sections you would like to add fields or other objects to. The sections open with a cross hatched appearance,
indicating that these sections of the subreport are not visible. - If your Properties Window is not displayed; click the View menu, and then click Properties Window.
Note: The Properties window can be undocked (or docked) by double-clicking the Properties title bar. - Click into the section on the subreport template that you wish to add fields or other objects to.
- In the Properties window, under the Appearance section, click into the value (right) side of the Visible property, and then click Yes. The crosshatches disappear from this section.
- Add fields or other objects to this section.
- Repeat steps 7 - 11 for any other sections you would like to display on the subreport.
- While editing the subreport, you may switch the Report Designer back to the [Main] report (or to any other subsections) through the view field just above the Toolbox.
- From the [Main] report, you may preview the modified report at any time: Click the File menu, and then click Print Preview. This can be very useful to ensure that you are designing the report correctly.
- If you would like to configure default filter options for this report, click the Edit menu, and then click Define Filters. The Define Filters dialog box appears.
- After setting your default filter options, click OK to close the Define Filters dialog box, click the File menu (in the Report Designer), and then click Save to save your new default filter options.
Your subreport information will now appear when you run this report