Chained Reports

Chained Reports comprise multiple existing reports which are executed in a specific order and compiled into a single document. They are a simplified method for managing reports en masse.

NOTE. Chained Reports can only be exported as downloadable file types (Excel, PDF, RTF, or CSV). Viewer-only features are not supported in chained reports. Chained Reports do not support Excel templates. Additionally, all RTF reports in a chained report must have a common template.

 

Chained Report Wizard

The Chained Report Wizard is an interactive tool which allows you to create and edit Chained Reports.

To navigate the wizard, either click the desired tab or use the buttons at the bottom.

To save a Chained Report, click the save button.

The Chained Report Wizard has three sub-tabs. The Name and Reports tabs must be completed.

 

Name Tab

In the Name Tab, enter a report name and click on the Folder where the report will be saved.

The report name can be up to 255 characters. Avoid special characters such as ? : / \ * “ < >.

The report’s description appears at the bottom of the Main Menu when it is selected. The description text is also used when searching for a report.

NOTE. You cannot create a report inside a folder that is read-only ().

 

 

Reports Tab

In the Reports Tab, select the reports you wish to include in the Chained Report.

 

NOTE. You can only include Advanced Reports, Express Reports, and CrossTab reports in a Chained Report.

 

 

 

Options Tab

The Options Tab allows you to control various report option settings for the chained report.

General Export Options

With collation Disabled (default) the reports output in the following manner:

Report 1, Page 1

Report 1, Page 2

Report 2, Page 1

Report 2, Page 2

With collation Enabled the reports output in the following manner:

Report 1, Sort group 1

Report 2, Sort group 1

Report 1, Sort group 2

Report 2, Sort group 2