EvanMartinez
8 years agoQuickbase Staff
How do I embed a report of the details of details?
[The Quick Base Knowledge Base is your library of frequently-asked questions that help you better customize your apps to solve your business problems.]
Let's assume that you have a Company table, a Contacts table and an Orders table. The Company table is the master table to the Contacts table and the Contacts table is the master table to the Orders table. You want to embed a report of all the orders placed by a company in the company record. Let's assume the key field in the Company table is the Record ID#. But let's also assume we've renamed the Record ID# field in the Company table to be "Company ID#". Because we have a master-detail relationship between the Companies table and the Contacts table, there is a reference field in the Contacts table called something like "Company ID# (ref)". There is also a master-detail relationship between the Contacts table and the Orders table. Go to this relationship and add a lookup field that points to the "Compnay ID# (ref)" field in the Contacts table. Now you're ready to add a report link field to the Company table. Call this report link field "Orders". Now set its source field property to "Company ID#". Set the target table to Orders. Set the target field to "Company ID# (ref)". Now you can place this report link field on a custom form and you can choose to display it as an embedded report instead of a link. The embedded report will display all orders related to the Company.