080c8d6b5179b2712f8e2ca4fa04b0db01f8fd9b
Guides/ReportDesign/9.0-Misc-Tab.md
| ... | ... | @@ -88,11 +88,7 @@ The owner text field is only available to administrators by default. This field |
| 88 | 88 | |
| 89 | 89 | ##9.2 Drill-Downs |
| 90 | 90 | |
| 91 | -Here is a short video detailing the process involved in creating a drill-down report. If you do not want to watch a video, a full transcript of the process is available below as well. |
|
| 92 | - |
|
| 93 | -![Izenda Drill-down video]() |
|
| 94 | - |
|
| 95 | -The fundamental difference between a main report and a sub-report is the **drill-down key** field. Setting this field will enable a report to become a sub-report. So let's start by creating a report in the Report Designer. |
|
| 91 | +The fundamental difference between a main report and a sub-report is the **drill-down key** field. Setting this field will enable a report to be used as a sub-report. So let's start by creating a report in the Report Designer. |
|
| 96 | 92 | |
| 97 | 93 | ###9.2.1 Designing the sub-report |
| 98 | 94 | |
| ... | ... | @@ -102,32 +98,34 @@ Let's create a report with three fields in it to use as a sub-report. |
| 102 | 98 | |
| 103 | 99 | ###9.2.2 Setting the drill-down key |
| 104 | 100 | |
| 105 | -We have a report with three fields created. Now we will set the **drill-down key**. |
|
| 101 | +We have a report with three fields created. Now we will set the **drill-down key**. We can either set one drilldown key or both of them. We can also select whether we want to ignore the first key and just use the second one. Ignoring the first drilldown key can allow, for example, a CategoryName and ProductName to be sent to the sub-report, but instead of displaying just records for that CategoryName and ProductName, it will show all records with the specified ProductName. The main report will still require both keys to be passed, which we will cover below as well. |
|
| 102 | + |
|
| 103 | +For now, we will set the drill-down keys to ShipCountry and ShipCity and we will not ignore ShipCountry. |
|
| 106 | 104 | |
| 107 | - |
|
| 105 | + |
|
| 108 | 106 | |
| 109 | 107 | ###9.2.3 Designing the main report |
| 110 | 108 | |
| 111 | -Once the drill-down key is selected on the sub-report, you will need to design a main report to use it. Let's use one field, the same field we set as our drill-down key from our sub-report. |
|
| 109 | +Once the drill-down key is selected on the sub-report, you will need to design a main report to use it. In order to use the sub-report we made, we must select the fields corresponding to the drill-down key fields. |
|
| 112 | 110 | |
| 113 | - |
|
| 111 | + |
|
| 114 | 112 | |
| 115 | 113 | ###9.2.4 Setting the sub-report |
| 116 | 114 | |
| 117 | -You will then want to click on the [[Advanced Field Settings|http://wiki.izenda.us/Guides/ReportDesign/4.0-fields-tab#4.8-Advanced-Field-Settings-Button]] button for the field you designated as the drill-down key in your sub-report. I.e. if you made ShipCountry your drill-down key, you will want to apply advanced settings for the ShipCountry field on your main report. |
|
| 115 | +You will then want to click on the [[Advanced Field Settings|http://wiki.izenda.us/Guides/ReportDesign/4.0-fields-tab#4.8-Advanced-Field-Settings-Button]] button for the fields you designated as the drill-down keys in your sub-report. I.e. if you made ShipCountry and ShipCity your drill-down keys, you will want to apply advanced settings for both of those fields on your main report. |
|
| 116 | + |
|
| 117 | +On the first field you selected as a drill-down key, you should set the subreport and drilldown style properties. For the second field, you will select the subreport only. Do not select a drilldown style for this property. |
|
| 118 | 118 | |
| 119 | 119 | ###9.2.5 Results |
| 120 | 120 | |
| 121 | 121 |  |
| 122 | 122 | |
| 123 | -Congratulations! You have designed a report with a drill-down. You may now interact with your main report to view your sub-report. |
|
| 123 | +Congratulations! You have designed a report with a drill-down. You may now interact with your main report to view your sub-report. When you click on ShipCountry, you will notice that the sub-report filters data by both ShipCountry and ShipCity. If you were to use data in a many-to-many relationship, only data that satisfied those two conditions would be shown. |
|
| 124 | 124 | |
| 125 | 125 | ###9.2.6 Passing Filters from Master Report to Sub-Report |
| 126 | 126 | |
| 127 | 127 | The [[InheritFiltersinSubreports|/API/CodeSamples/InheritFiltersInSubreports]] property that your system administrator can set allows the filters applied in the parent report to automatically pass through to the child report (main report to sub-report). |
| 128 | 128 | |
| 129 | -You can click on the above link for a sample of how this property is applied. |
|
| 130 | - |
|
| 131 | 129 | ##9.3 Scheduler |
| 132 | 130 | |
| 133 | 131 | Your application will need to be properly [[configured|http://wiki.izenda.us/FAQ/Questions/How-do-I-use-the-Izenda-Reports-report-email-scheduler]] before the scheduling controls appear on the page. If you do not see them, please speak with your system administrator. |