How do I customize the report that is displayed with a report link field is used?

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I have a report link field that, which clicked, displays a report that shows the detailed records from another table. How do I customize this report?

Thanks,
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DebRollins

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Posted 6 years ago

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Mark_Shnier

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Just make any report that you like of any type (Table, Summary, Chart). Don't filter it unless there are certain records that you would never want to see.

Then in the FORM Properties where the field is used (not field properties), choose that report.
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DebRollins

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Mark, I have it set up to show a report, then there is a link in that report that is a report link.  Kinda confusing I'm sure, but when I click on that report link... that is the report I'm trying to customize.
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Mark_Shnier

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Sorry, you are right. When you have the embedded report right on the form, then you can configure any report - but when you click a link it just seems to go to the "default table" report.
So as a work-a round by suggestion is to build an <ask the user> report which would ask the user for that missing value for the related Parent.

Then use a URL formula button with the format

urlroot() & "db/" & [_DBID_ insert your table ID here from Advanced table properties]
& "?a=q&qid=XX&nv=1&v0=" & [Record ID#]

ie, you are building an ask the user report, but having the formula answer its own question.
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DebRollins

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Where do I put the URL formula button and how is that tied to the <ask the user> report?
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Mark_Shnier

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The URL would go exact where your Report Link field is now - ie sitting on that Parent record form.  The report is just kinda sitting out there - I tend to make those URL target reports names with a suffix like (Used in a URL formula) so that it does not get deleted or altered by accident.

In the formula above, where I have &qid=XX - the XX is the number you will see when you manually run the report.  So the first step is to simply build the report, run it and answer the question.  Then you "observe" the URL you see.  Then the goal is to make a formula URL which will generate that identical URL. Post back if you get stuck.  its a great technique because i hate making a user answer a stupid question when running a report, when the record they are sitting on could know the answer to the question for them
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DebRollins

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Thank you!
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Leanne

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If anyone is still there on this topic - what is the table ID you are using, Parent or Child? I'm trying to get this to work but the report comes up blank each time. Thanks!
The table ID is the table where the report lives.