One Subreport and Many Subreports in One Report

[earljgray]

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

 

[genomon]

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

Beir bua agus beannacht!

 

[earljgray]

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

 

[dhookom]

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