Can I create a printable reports and graphs (monthly) that consolidates data from multiple reports into a single page dashboard style?

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I need to be able to create a report that I can once a month email directly to vendors with their different KPIs.  I already have these report built, but I dont know how to consolidate them into one report.

Thank you for taking the time to help me out. 

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Emerson

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Posted 3 years ago

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No Problem.  Report Links fields to the rescue.


Make a new table called Monthly Report KPI.

Add 1 record to it even though you have no fields yet.

It will be Record ID# 1.

In a details table with one of your reports make a formula numeric field and make the formula be 1.

Now go back to your Monthly Report KPI record and add a Report link field to connect the 1 in the Record ID# with the 1 in your Details table.  Set the records to appear directly on the form and set the form properties to use the report that you built.

You may have some challenges with the Report Breaks as they will cross pages.  You can probably get around this by putting say 5 report link fields on the form but use form rules to only show report lnk 1 on record ID 1, and report link 2 on record ID 2, using form rules.  Then you could print the records all at once by printing the report by saying to print 1 record per page. Then print that to a PDF "Printer" and you are all set.
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Emerson

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Hi Mark, this is great thank you!  

Do you mind teaching me one more thing?  Can you please tell me how i do this: "Set the records to appear directly on the form and set the form properties to use the report that you built."?
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When you put the Report Link field on the form, the form will want to know if the Report Link records  should display just as a link to the matching records (on the default report, which is rarely useful) or else if you want to display the records right on the form.  The later choice also lets you specify the report and so you will choose a report that you say you have already built.
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Emerson

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Would this work for a graph report or just tables?
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Any "report", so yes graphs too.
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Emerson

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That is great.  Thank you Mark!
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Actually I was thinking of charts when I came up with that second idea about the fact that you may want to have different charts on different pages and force a page break after limiting yourself to just a few charts per page.  Let me know  if you have any setting that up. I have not actually use that technique but it should work.