Common reporting tasks and techniques

With Report Builder, you can include data in reports in a variety of formats, and perform calculations on the information. For more information, including troubleshooting tips, see Report Builder online Help.

Grouping and group breaks

You can add clarity to a report's organization by grouping the information. You can define separate headings for each new group and also display group-specific summary information, such as subtotals at the end of each group's area of the report. For example, you could create a report that displays departments, employees, and their salaries. Grouping the data by department lets users quickly understand department salary characteristics. When the department ID changes, the ColdFusion Report Builder triggers a group break. The group break completes the old group by displaying the group footer and starts the new group by displaying the group header. 

The ColdFusion Report Builder does not group data itself. Ensure that the SQL used to retrieve the result set is already grouped in the appropriate order; typically you implement grouping by specifying an ORDER BY clause in the SQL SELECT statement used for the report. For example, you could use the following SQL SELECT statement:

For this example, you can define two groups: one that corresponds to Country, and a second group that corresponds to City. When you define more than one group, the Group Management dialog box appears with Up Arrow and Down Arrow keys, which you can use to control group hierarchy. For example, country should precede city, because countries contain cities.

Define a group

1. Select Report > Group Management from the menu bar.
2. Click Add.
3. Specify a group name in the Name field.
4. Specify the value that controls grouping (also called a group expression) in the Group on field. At run time, ColdFusion triggers a group break when the result of this value changes. These values are often query field names. However, this value can also be a calculated field or other type of expression. Sample group expressions include the following:

• Query field Creates a group break when the associated column in the result set contains a different value. The field that you specify must be one of the sort criteria for the result set; for example, query.country.
• Calculated field Creates a group break when a calculated field returns a different value. For example, if the expression calc.FirstLetter returns the first letter of a query column, you can group a report in alphabetical order.
• Boolean expression Creates a group break when a Boolean expression returns a different value. For example, if your result set is sorted by the passpercentage column, you could use the Boolean expression query.passpercentage LT 50.

1. Specify group break options:

• *Start New
  Column* Forces a new column on a group break.
• Start New Page Forces a new page on a group break.
• Reset Page Number Resets the page number to 1 on a group break.

1. Specify band size and printing information:

• Min. height for group The minimum height that must remain on a page for ColdFusion to print the group band on that page.
• Reprint Header on Each Page Displays the group header on each page.

1. Click OK. The Report Builder adds the group to the report and creates header and footer bands for the group.
2. Click OK again.
3. Add headings, text, query fields, calculated fields, and other information to the group's header and footer.

Create group subtotals

1. Create a calculated field to contain the group subtotal. Create the calculated field that uses the following criteria:
   
   • Specify a numeric data type.
   • Select Sum in the Calculation field.
   • Specify the field to sum on in the Perform Calculation On field. For example, a report on employees by department could sum on query.emp_salary.
   • Specify to reset the field when the group changes.
2. Place the calculated field on the report.
   
   For more information on calculated fields, see the Report Builder online Help.

Defining, modifying, and using fields and input parameters

The Report Builder supports variable data through query fields, input parameters, and calculated fields, as follows:

• Query field Maps to columns in the database result set associated with the report. You define one query field for each column in the associated database query.
• Calculated field Analyzes or sums multiple detail rows in a report. ColdFusion dynamically generates calculated field values at report-generation time, optionally recalculating the value with each new report, page, column, or group.
• Input parameter Specifies data fields that you pass to the report at run time through the cfreportparam tag or from a main report to a subreport. You can place input parameters directly on a report band or you can use them as input to a calculated field.

Define a query field

1. Choose Window > Fields and Parameters.
2. Click Query Fields.
3. Click the plus sign (+) at the upper edge of the tab.
4. Type a value for the name field. This value must match a column name in the corresponding cfquery statement and cannot contain a period.
5. Type a default label.

6. Specify the data type of the corresponding database column, as follows:

   Object	Time	Long
   Boolean	Double	Short
   Byte	Float	Big Decimal
   Date	Integer	String
   Time Stamp	BLOB	CLOB

    

7. Click OK.

Define a calculated field

1. Choose Window > Fields and Parameters.
2. Click Calculated Fields.
3. Click the plus sign (+) at the upper edge of the tab.
4. Specify a name, default label text, and data type. Data type options are the same as for query fields.
5. Specify calculation options:

• Calculation Specifies the type of calculation that ColdFusion performs. Valid values are: Average, Count, DistinctCount, First, Highest, Lowest, Nothing, Standard Deviation, Sum, System, and Variance. If you specify Nothing, you typically use the Perform Calculation On field to specify a dynamic expression. Except for Nothing (for which you use the Perform Calculation On field) and System (for which you write a customized scriptlet class), you use these calculations for group, page, and report totals.
• Perform Calculation On Specifies a field or expression. Click the ... button to display the Expression Builder.
• Initial Value Specifies an initial value for the calculated field.

1. Specify the following reset options, and click OK:

• Reset Field When Specifies when to reset the calculated field value. Valid values are: None, Report, Page, Column Group.
• Reset Group If Reset Field When is set to Group, use this field to specify the group whose group break triggers the reset. For additional information on calculated fields, see the Report Builder online Help.

Define an input parameter

1. Choose Window > Fields and Parameters.
2. In the Fields and Parameters panel, click Input Parameters.
3. Click the plus sign at the upper edge of the tab.
4. In the Add Input Parameter dialog box, enter a value for the name field. This value must match an input parameter, such as the name attribute of a cfreportparam tag included in the cfreport tag that uses the report definition.
5. Enter the default label text.
6. Specify a data type and default value, and click OK. Data type options are the same as for query fields.
   
   For more information on using input parameters, see Using input parameters to pass variables and other data at run time in this page and Using subreports in this page.

Place a query field, calculated field, or input parameter on a report band

1. In the Fields and Parameters panel, use the radio buttons to specify whether to place the label, the field, or both.
2. Drag the query field, calculated field, or input parameter from the Fields and Parameters tab to the appropriate report band.
3. Drag the query field, calculated field, or input parameter to the desired band.
4. (Optional) Use the Properties panel to customize the field display.
   
   For example, you could have a query field named query.emp_salary and a calculated field that sums query.emp_salary, resetting it with each group. Place query.emp_salary in the detail band, and the associated calculated field in the group footer band.

Using toolbox elements on report bands

You use the toolbox to add graphic and textual elements, such as images, circles, squares, lines, dynamic fields, charts, and subreports, to report bands.

The basic technique for adding toolbox elements is to click in the toolbox element and then drag to define an area in the appropriate report band. For some toolbox elements, such as image and text box, a dialog box immediately appears, prompting for more information. For all toolbox elements, you customize the appearance of the element by using the Properties sheet.

For information on charts, see Using charts. For information on subreports, see Using subreports.

Create a text box

1. Click the Label icon (abc) in the toolbox.
2. Define the area for the label by dragging on the desired band.
3. Enter the label text in the Edit Label Text dialog box. To add a line break, press Control+Enter.
4. Click OK, or press Enter.

Import image files

1. Click the Image icon in the toolbox.
2. Define the area for the image by dragging on the desired band.
3. In the Image File Name dialog box, navigate to the file that contains the image, select the file, and click OK.

Use a database BLOB column as an image source

1. Click the image icon in the toolbox (the icon has a tree on it).
2. Define the area for the image by dragging on the desired band.The Image File Name dialog box appears.

1. Click Cancel.The Expression Builder appears.
2. Click the Image Type pop-up menu and change File/URL to BLOB.

3. Select the query field or input parameter that contains the BLOB column.

   Note: The BLOB column must contain a binary image in GIF, JPEG, or PNG format.

    

1. Click OK.

Add rectangles, ellipses, and lines

1. Click the rectangle, ellipses, or line icon in the toolbox.
2. Define the area or line by dragging on the desired band.
3. Resize the selected element by dragging the handles that surround it.

Add dynamic fields

1. Click the Field icon in the toolbox.
2. Define the area for the dynamic field by dragging on the desired band.The Add Field dialog box appears (if you haven't defined any query fields, the Expression Builder appears).
3. Select the field to add. Selecting a query field, calculated field, or input parameter is the same as dragging from the Fields and Parameters tab.

4. (Optional) Select Manually Entered Expression.The Expression Builder appears. This option is useful for calculations that use variables in the same row. For example, to compute total price for an order detail line item, you could use the following expression:

   LSNumberFormat((query.unitprice * query.quantity), ",_.__")

    

5. Click OK.

Aligning elements

Organized element layout is essential to a visually pleasing report. You achieve this organization by aligning, spacing, and centering visual elements on each band relative to each other, to the band itself, and to elements on other bands.
The Report Builder Align Palette includes the following options:

• Align left, center, and right
• Align top, horizontal, and bottom
• Same heights, widths, and both
• Space equally horizontally
• Space equally vertically
  
  You align, size, and space multiple report elements, as follows:
  
  Relative to the band they are in: You control relative alignment through the Align to Band icon, which is the bottom icon in the Align Palette. When it is enabled, the Align to Band icon has a rectangle surrounding it, and the Report Builder aligns and spaces one or more elements relative to the height and width of the band. 
  
  Relative to each other: When Align to Band is disabled, Report Builder aligns and spaces two or more elements relative to each other.

Use the Align Palette

1. Select two or more elements by pressing Control-click, Shift-click, or using lasso select.
2. Click the alignment icon, or select Modify > Alignment > alignment option from the menu bar.

For complete information on fine-tuning element display, see the Report Builder online Help.

Using report styles

A report style is like a font style in Microsoft Word. Instead of explicitly associating an element with formatting specifications, you associate the element with a style. doing so provides you with report-wide control of the formatting characteristics of your report.

Additionally, you can specify style that is the default for the report. The ColdFusion Report Builder uses the default style for all fields for which you have applied no other font specifications or styles. The default style, if defined, is displayed in bold in the Report Styles panel.

Report Builder also lets you import styles from a Cascading Style Sheet (CSS) file and export styles defined in Report Builder to a CSS file. This way you can enforce standard formatting across reports and override styles at run time from a CFM page. For more information, see Using Cascading Style Sheets and the CFML Reference.

Define a style

1. Choose Window > Report Styles.
2. Click the icon at the upper edge of the Report Styles tab.
3. Type a value for the Name field. Style names must be unique.
4. Add other style characteristics, and click OK.

Specify a style as the default

1. Edit a text style or create one.
2. Select the option with this label: This option is the default style if no other style is selected for an object.
3. Add or modify other text style characteristics, and click OK.

Apply a style to a report element

1. Select the element in the report band.
2. Choose Window > Properties Inspector.
3. Choose the style from the Style pop-up menu.
   For more information, see the Report Builder online Help.

Previewing reports

Report building is an iterative process and most developers periodically display the in-progress report to review their most recent changes. If your report uses an internal query and you established default web root settings, preview functionality is enabled automatically. If your report uses a passed query, define an associated CFM page and associate that page with the report. The Report Builder runs this page when you request Report Preview.

Preview a report that uses an internal query

1. (Optional) Define default server connection information using the Preferences dialog box, if you did not define these settings previously:
   • Default RDS server configuration (used for Query Builder and Chart Wizard only; not required for report preview).
   • Fully qualified path for the local web root directory; for example, C:_ColdFusion_\wwwroot or C:\Inetpub\wwwroot.
   • URL for the local web root, for example, http://localhost:8500 or http://localhost.
2. (Optional) Specify the output format in the Report Properties dialog box (the default format is FlashPaper).
3. (Optional) If a CFM page runs, specify the URL of the CFM page in the Report Properties dialog box.
4. Save your report.

5. Select File > Preview from the menu bar to display the report.

   Note: If the Report Builder displays the Edit Preview Report URL dialog box instead of displaying the Preview window, select Edit > Preferences from the menu bar and insure that the web root file and URL settings are correct on the Server Connection pane.

    

1. Close the preview window by pressing F12.
   
   If your report is designed to accept a query object from a cfreport tag, associate a URL with the report. If necessary, the Report Builder prompts for this URL when you preview the report. Otherwise, you can open the Report Properties dialog box, and specify the URL of the CFM page in the Report Preview URL field.

Preview with an associated CFM file

1. Select Report > Report Properties from the menu bar.
2. Specify the URL of the associated CFM page in the Report Preview URL field. This CFM page must contain a cfreport tag whose template attribute specifies the current CFR file and, if necessary, passes a query in the query attribute.
3. Save your report.
4. Press F12. Depending on the output format that you have chosen, the Preview Report window displays your report in PDF, FlashPaper, RTF, XML, HTML, or Excel format.

Displaying page numbers

The Report Builder includes a built-in calculated field named PAGE_NUMBER, which displays the current page number when you place it on a report band.

Add a built-in calculated field

1. Click the Field tool in the toolbox.
2. Drag in the center of the header or footer band to define the size of the page number field.The Add Field dialog box appears, listing all fields defined for the report, including built-in calculated fields and input parameters.
3. Select calc.PAGE_NUMBER, and click OK.

For information on the other built-in calculated fields, see the Report Builder online Help.

Using layered controls

Layered controls are elements that you place at the same location of a report band, and then use PrintWhen expressions to conditionally display one or the other at run time. You can use layered elements to customize the circumstances under which the elements display and enhance a report's ability to communicate important information.

Place an element directly over another element

1. Place the elements on the band.
2. Choose Window > Properties to display the Properties panel.
3. Specify a PrintWhen expression, display properties, and placement properties for each element using the Properties panel, as follows:
4. Specify a PrintWhen expression for each element. For example, you could specify the following expression to display one element when shippeddate is later than requireddate (that is, late) and another element when shippeddate is earlier than requireddate:

• First element query.shippeddate LTE query.requireddate
• Second element query.shippeddate GT query.requireddate

1. Specify different display characteristics for each element. For example, if an order is late, display it in red text.
2. Set the Top, Left, Height, and Width properties to the same values for each element.

Use the Layered Controls menu

1. Right-click on the top element.
2. Select Layered Controls > elementname from the pop-up menu. The Report Builder identifies each layered element by displaying its PrintWhen expression.
3. Select the element and choose Window > Properties Inspector to view the element properties.

Using links

You can include hypertext links from query fields, calculated fields, input parameters, charts, and images to a variety of destinations:

• An anchor or page within the same report
• An anchor or page within another report
• An HTML page, optionally specifying an anchor and URL parameters
  
  One use for links is to create drill-down reports, in which you click an item to display detailed information. For example, clicking an employee line item passes the employee ID as a parameter to a page that displays complete information for the employee.
  
  For complete usage information on creating anchors and hypertext links, see the Report Builder online Help.

Defining properties for report elements

A set of properties defines every element on a report, including the report itself. These properties affect the look, feel, and behavior of each element.

For many properties, the Report Builder lets you define their values through user interface elements, such as dialog boxes, toolbar icons, and menu items. For example, you set a text label's font size using a toolbar icon. You can set values for all properties, however, through the Properties panel, which display all properties for the currently selected element.

The Properties panel has two views:

• Sort alphabetically All properties for the currently selected element display in alphabetical order.
• Sort into groupsThe Properties panel displays related properties in the following predefined groups:
  • Advanced
  • Columns
  • Page Layout
  • Printing
  • Colors and Style
  • Data
  • Font
  • Font Style
  • Formatting
  • Hyperlinks
  • Layout
  • Print Control
    The Report Builder displays only groups that relate to the currently selected element.

Set or modify a property for an element in the workspace

1. Select the element.
2. (Optional) If the Properties panel is not already displayed, choose Window > Properties Inspector.The Report Builder displays its properties in the Properties panel.
3. Modify the property. Depending on the property, you enter a value, select a value from a pop-up menu, or open the Expression Builder to use an expression.
4. Press Enter.

Choose a different element

Select the element from the pop-up menu. When you select a new element, the Report Builder selects the element and displays its properties.

Displaying reports

Your application can run a report by displaying the CFR file in a browser or by displaying a CFM page whose cfreport tag runs the report.

You can optionally use the cfreport tag to save the report to a file.

The cfreport tag supports advanced PDF encryption options. For more information, see cfreport in the CFML Reference.

For information on report preview, see Previewing reports.

Display a report by using the cfreport tag

1. Create a report, with or without an internal query.

2. Create a CFM page and add a cfreport tag that runs the report. If the report does not use an internal query, also populate a query and pass it using the query attribute. If the report uses an internal query and you use the query attribute, the passed query overrides the internal query.

   SELECT EmployeeID, LastName, FirstName, Title, City, Region, Country FROM Employees ORDER BY Country, City </cfquery> <CFREPORT format="PDF" template="EmpReport.cfr" query="#northwindemployees#"/>

    

1. Open a browser and display the CFM page.ColdFusion generates the report.

Display a CFR file in a browser

1. Create a report that uses an internal query and does not use input parameters.
2. Open a browser and display the CFR file.

Save a report to a file

1. Create a report, with or without an internal query.

2. Create a CFM page and add a cfreport tag that runs the report. Optionally pass a query attribute, as described in the previous procedure. Include a filename attribute that specifies the fully qualified name of the file being created, as the following example shows:

   filename="#GetDirectoryFromPath(GetTemplatePath())#/emppicture.pdf" overwrite="yes"/>

    

1. Open a browser and display the CFM page. ColdFusion generates the report, saves the file, and displays an empty page in the browser.

Disable browser display of the CFR file

1. Open the Report Properties dialog box by selecting Report > Report Properties from the menu bar.
2. Clear the Allow Direct .CFR Browser Invocation option, and click OK.

Using input parameters to pass variables and other data at run time

Input parameters are data fields that you pass to the report at run time. You can place input parameters directly on a report band or you can use them as input to a calculated field.

Define input parameters in the same manner as query fields. You can specify a default value that ColdFusion uses when no corresponding parameter exists. For more information on defining input parameters, see Defining, modifying, and using fields and input parameters.

You use input parameters in the following ways:

• Through the cfreportparam tag: Input parameters must correspond, by name, to cfreportparam tags embedded in the CFM page invocation. For example, if you define an input parameter named ReportTime, you pass a cfreportparam tag with a name attribute set to ReportTime, as the following example shows:

  <cfreportparam name="ReportTime" value="#DateFormat(Now())#, #TimeFormat(Now())#"> </cfreport>

   

• Subreport parameters: When a subreport requires information from a main report, you define subreport parameters in the main report and corresponding input parameters in the subreport. For more information, see Using subreports.
  For information on dynamically populating input parameters at run time, see Advanced query mode.

Using CFML in reports

CFML is the scripting language for the Report Builder. By leveraging CFML, you can create reports that select and format data to meet your needs. You use CFML in the following areas of the Report Builder:

• Advanced query mode
• Report functions
• Expressions

Advanced query mode

In some cases, you create a complex query, reuse an existing query, or encapsulate additional CFML processing as part of query creation for the report. To use a query in these ways, you use advanced query mode to create CFML that returns a query. When you click the Advanced button at the top of the Query Builder, the Report Builder displays a text entry area in which you can enter CFML that generates a query. ColdFusion executes this tag at report execution time and passes the query result set to the report.

The CFML used in advanced query mode must include a query object whose name matches that in the Variable that contains the query object field. You can use any CFML tag that returns a query object or the QueryNew function. The CFML can use multiple query objects, but can only return one.

This example CFML uses the cfhttp tag to retrieve a query:

Another possible use of advanced query mode is to test for passed parameters in the URL or FORM scopes and use those parameters to retrieve data, as the following example shows:

Using report functions

Report functions are user-defined CFML functions that you code using the Report Function Editor and run in report fields. You can use them to format data (such as concatenating and formatting all the field that make up an address), to retrieve data, and for many other purposes.

Three built-in functions are unique to Report Builder: InitializeReport, BeforeExport, and FinalizeReport. For more information, see the Report Builder online Help.

Report Builder built-in functions

1. Select Report > Report Functions from the menu bar.The Report Function Editor displays.
2. Click the Add Default Functions icon (the first on the left).The built-in functions are added to the left pane.
3. Select a function from the left pane.Commented code associated with the function appears in the right pane.
4. Modify the code and click OK.

Create a report function

1. Select Report > Report Functions from the menu bar.The Report Function Editor displays.
2. Click the plus sign to add a new report function.The Add Report Function dialog box displays.
3. Specify a name and click OK.
4. The Report Function Editor places a cfreturn tag in the text entry area.

5. Code the function, and click OK. The function is a ColdFusion user-defined function so all UDF rules and features are available for use. The following example shows a report function that concatenates address fields:

   <cfargument name="Name" required="yes"/> <cfargument name="Address1" required="yes"/> <cfargument name="Address2" required="yes"/> <cfargument name="City" required="yes"/> <cfargument name="State" required="yes"/> <cfargument name="Zip" required="yes"/> <cfset variables.CRLF = Chr(13) & Chr(10)> <cfset variables.ResultVar=""> <cfif Trim(arguments.Name) NEQ ""> <cfset variables.ResultVar='#arguments.Name#'> </cfif> <cfif Trim(arguments.Address1) NEQ ""> <cfif variables.ResultVar NEQ ""> <cfset variables.ResultVar='#variables.ResultVar & variables.CRLF#'> </cfif> <cfset variables.ResultVar='#variables.ResultVar & arguments.Address1#'> </cfif> <cfif Trim(arguments.Address2) NEQ ""> <cfif variables.ResultVar NEQ ""> <cfset variables.ResultVar='#variables.ResultVar & variables.CRLF#'> </cfif> <cfset variables.ResultVar='#variables.ResultVar & arguments.Address2#'> </cfif> <cfif variables.ResultVar NEQ ""> <cfset variables.ResultVar='#variables.ResultVar & variables.CRLF#'> </cfif> <cfset variables.ResultVar='#variables.ResultVar & arguments.City & ", " & arguments.State & " " & arguments.Zip#'> <cfreturn variables.ResultVar>

    

Use a report function

1. Place a dynamic field on the appropriate report band.The Add Field dialog box displays.
2. Specify Manually Entered Expression, and click OK.The Expression Builder displays.
3. Specify "report.functionname", and click OK.

Using expressions

Many elements of the Report Builder (including query fields, calculated fields, input parameters, images, and report object attributes) are single operand ColdFusion expressions. Because these elements are expressions, you can manipulate them with CFML functions.

The Expression Builder is a graphical interface that lets you quickly apply CFML functions to Report Builder elements. Uses for the Expression Builder include the following:

• Many of the report object attributes (such as PrintWhen) accept expressions, which you can associate with query parameters, input parameters, or ColdFusion page variables. You can tie report attributes and columns to display based on run-time data or user preference.
• Concatenating fields
• Formatting fields
• Calculated fields
• Accessing and displaying ColdFusion page variables and scopes
  For information on using the Expression Builder, see Report Builder online Help.
  For more information on expressions, see Using Expressions and Number Signs.

Using charts

Charts can help clarify large or complex data sets. The Report Builder lets you place a chart in any report band and supports many types of charts.

To add a chart to a report, you use the Chart Wizard, which steps you through the chart building process. The Chart Wizard, which is fully integrated with the Query Wizard to facilitate database-driven charts, helps you define the chart type, the data used for the report and other formatting options.

The Chart Wizard includes the following panels:

• Chart Types: Select the chart type (for example, bar) and subtype (for example, 3D-stacked).
• Chart Series: Select the data for the series. When you add a series, the Report Builder lets you hard-code series data or open the Query Builder to populate the series using a database query.
• Chart Formatting: Specifies title and series, general appearance, 3D appearance, lines and markers, and font.

For complete information on ColdFusion charting capabilities, see Creating Charts and Graphs. For more information on charting using the Report Builder, see Report Builder online Help.

Using subreports

Subreports let you nest a report within your report. The data that you display in a subreport is typically related to the data in the main report. You enable this display by passing one or more subreport parameters to the subreport. However, the data displayed in a subreport can also be unrelated to the data in the main report.

Reasons to use subreports including the following:

• You prefer to avoid complex SQL, such as a RIGHT OUTER JOIN.
• Your report requires data from multiple databases.
  

For additional information on subreports, see the Report Builder online Help.

Defining a subreport

You can define a subreport and include it in a report, or you can define it as part of inserting the subreport in the main report.

A subreport has the following characteristics:

• Data displayed in the detail band only. A subreport uses no header or footer bands.
• If the subreport is related to the main report, it must include an internal query that uses a SELECT statement with a WHERE clause specifying the name of the input parameter used in the main report's Subreport Expression property.
  If you have already defined a subreport, you add it to the main report and define subreport parameters, as necessary.

Add an existing subreport

1. Define or open your main report.
2. Click the Subreport icon in the toolbox.
3. Drag an area for the subreport in the desired report band.
4. Select From An Existing Report, specify the subreport, and click Next.
5. Select the fields in the main report that correspond to fields in the subreport and click Next.
6. Click Finish.The Report Builder adds the subreport to the main report, saving the report to subreport mappings as subreport parameters.
7. To modify subreport parameter settings, select the subreport and click Subreport Parameters in the Properties panel.
   If you are certain about the data required for a subreport, you can define a new subreport while adding it to the main report.

Add a new subreport

1. Define or open your main report.
2. Click the Subreport icon in the toolbox.
3. Drag an area for the subreport in the report band.
4. Select As A New Report and click Next.
5. Click Query Builder.
6. Select the tables and columns for the subreport.
7. Specify a WHERE clause for the report by using the Condition and Criteria columns for the key columns. Specify a WHERE for Condition and either ='#CFVariable#' (string column) or =#CFVariable# (numeric column) for Criteria, and then overtype CFVariable with the name of the input parameter for the subreport (you define the input parameter name later in the procedure.)
8. Click Save, and then click Next.
9. Specify grouping fields, if appropriate for your subreport, and click Next.
10. Specify Free Form or Grid, and click Next.
11. Specify Only Detail Band, and click Next.
12. Specify a color scheme, and click Next.
13. Specify headings, as appropriate, and click Next.
14. For each parameter required by the subreport, specify the following:
    
    • Parameter name.
    • Associated value from the main report (select from the pop-up menu).
    • Data type.
15. Click Next.
16. Specify a fully qualified filename for the subreport, and then click Next.
17. Click Finish.Report Builder adds the subreport to the main report. Report Builder lets you change subreport name and modify subreport parameters in a main report.

Modify subreport settings

1. Click the subreport element in the main report.
2. To change the subreport, modify Subreport Expression.
3. To modify subreport parameters:
   1. Click the Subreport Parameters property.
   2. Click the ... button.
   3. Add, modify, or delete subreport parameters, and click OK.