Forum Discussion

RocioCarrion_Ra's avatar
RocioCarrion_Ra
Qrew Member
7 months ago

Help with embedded report

Hi everyone,

I’m building a recipe card in my form, and I was able to embed a report from another table. The issue is that when the form loads, the report doesn’t automatically show all the ingredients grouped the way I need. I have to click More, Sort and Group every time to get the correct view.

Does anyone know how I can set the embedded report so it always displays in the sorted and grouped format (like in my “After” picture) without needing to manually sort it each time?

I’ve attached two images:

Before: how the report looks when the form first opens
After: how it looks once I apply the sort and grouping

Any ideas on how to make the embedded report default to the “After” view?

Thanks!

Forms

1 Reply

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    7 months ago

    np, just make a perfect report for your needs. Leave the filter, completely blank as the form settings will be able to filter that report to only show ingredients for the recipe record you were viewing.   I typically called it something like Used on Recipes or perhaps Used on Recipe Form.

    Then put that report on your new style form, and when that panel slides out on the right, be sure to use the reporting field, which was created by the relationship. That will ensure that the embedded report only has the ingredients for the recipe record you are viewing.