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One Subreport and Many Subreports in One Report

One Subreport and Many Subreports in One Report

(OP)
The situation is this - a general sales manager has multiple sales people reporting to him/her.

We generate a monthly sales report for each sales manager which is a summary of all sales efforts.
We generate a monthly sales report for each sales rep which is a detail of all their sales efforts.

We want to create a Manager Summary with Detail report so:
1. Created a blank report
2. Tied the report to a datasource
3. Brought in the Manager summary report as one subreport
4. Brought in the Sales Rep sales report as another subreport.

Since this is essentially a one-to-many report situation - one mgr and multiple sales reps on a single report, a couple of questions:

1. We identify managers and reps by employee id and can associate the mgr to their reps - not a problem
2. Where do we place these two reports on the master container page so that we get only 1 manager report and multiple sales reps - manager in header and reps in detail? Manager in header and reps in footer?

Any advice would be helpful!

Crystal Reports Design/training/Consultation
earljgray@gmail.com

RE: One Subreport and Many Subreports in One Report

Try grouping the report by manager, and linking the subreport to the (group header) manager in the detail section.

Beir bua agus beannacht!

RE: One Subreport and Many Subreports in One Report

(OP)
Thank you for your reply!

Let me clarify - there will be only 1 manager report with 3-6 rep reports on the same form. We use a semi-automated system which takes an Access report form, generates the report for a specific image (tied to a distribution table of names), creates a PDF of the report, then goes back down through the distribution list creating a new report for each manager. We're not creating one report with multiple managers and multiple reps per each manager....

Crystal Reports Design/training/Consultation
earljgray@gmail.com

RE: One Subreport and Many Subreports in One Report

This depends on the record source of the main report. I would probably create a record source of one record per manager/rep. Then add the manager subreport in the manager group header and the rep subreport in the detail section. Make sure you set the appropriate link master/child properties.

Duane
Hook'D on Access
MS Access MVP

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