Sub-reports allow listing linked data underneath the record it is linked to on your report. For example, you can have a matter report that lists the names linked to the matter.
Following are instructions for adding sub-reports for notes, linked names, linked matters, linked events, or linked documents to your AbacusLaw by CARET reports.
Index
- Set Up the Sub-Report
- Designing the Sub-Report
- Setting a Sub-Report Query
- Adding the Sub-Report
- Adding a Notes Sub-Report (Names and Matters Reports Only)
Set Up the Sub-Report
Designing the Sub-Report
Any column report format can be used both as a main report and a sub-report. To design a sub-report, simply create a new report in the relevant area that has the fields and design that you would like. For example, if you want a Linked Names sub-report, create a Names report.
For more information on how to design reports, see this article: Customizing AbacusLaw by CARET Reports.
Setting a Sub-Report Query
The query that you set on your report only filters the information that appears on the main report. But what if you want to also filter the information that appears on the sub-report? For example, what if you want a Linked Names report that only shows clients.
If a default query is set on the report that you are using as a sub-report, that query will be used to filter the results when it is used as a sub-report as well.
To add a default query:
- Edit the report that you would like to use as a sub-report.
- Click Query on the toolbar.
- Select the query that you would like to use from the list or click Add to add a new query.
- Click Done.
Adding the Sub-Report
- Edit the report that you would like to use as the main report.
- Click Sub-Reports on the toolbar.
- Click the option that corresponds to the sub-report that you would like to add (Linked Events, Linked Names/Matters, or Linked Documents).
- Select the report that you would like to use as a sub-report. Note that you can only select column reports.
- The report will now display with the sub-report.
Adding a Notes Sub-Report (Names and Matters Reports Only)
You can also add a sub-report for linked notes (only on Names and Matters reports). Adding this sub-report is a different process:
- Edit the report that you would like to use as the main report.
- Click Notes on the toolbar.
- The Notes Display window opens. Select an option:
- Yes: all of the note: Displays the full text of the note.
- No: Disables displaying linked notes.
-
Partial: up to “***”: Stops displaying any information after three asterisks entered into the note description. Three asterisks are used to denote private text.
- Click Done.
- The Enter a Value window opens. Enter the Number of characters to indent notes. This controls the amount of spacing used to indent the notes from the left margin. Then, click Done.
- Another field appears in the window. Enter the Notes width (# of characters across). This controls how wide the note display will be on the report. If this is too wide, it will cause the note to be cut off at the right margin of the page. Then, click Done.
- Another field appears in the window. Enter the Number of note records to print (0 for All). This controls the number of notes that will be displayed for each matter. Notes are displayed in order of newest to oldest. For example, if you enter 1 in this field, the report will only display the most recent note on each matter. Then, click Done.
- The Note print configuration window opens asking if you want a blank line in the report before printing notes. Click Yes or No.
- Another A prompt appears asking if you want a header for the Linked Notes sub-report. Click Yes or No.
- The report displays with the Linked Notes sub-report.
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