Creating custom reports allows you to modify a report to show certain data. You can also create sub-reports that will run on the parent report. By default, the D-Tools standard reports use sub-reports to display certain information. For example, totals in the Project Summary are displayed using subreports. These can be modified and used on other reports.

To begin, what exactly is a subreport?  A subreport is a report made with the purpose of being “bound” to a parent report.  In the Standard Report Designer, subreports are represented by the subreport control, which looks like a text box with a bunch of random numbers and letters.

When you run a report, it inserts the designated subreport in the place of the subreport control.

Now that we know what a subreport is and it’s intended purpose, let’s talk about replacing an existing subreport with another.  If you are creating a custom report based on an existing report, you may have to create a custom subreport as well. The first step in doing this is to identify the subreport used in the main parent report.

Step 1: Select the subreport in the Report Designer.

Step 2: Identify the subreport via the Tag property located in the Properties section on the bottom-right of the Report Designer window.

The value within this field displays the report used as the subreport.  With that knowledge, a new custom report can be created based on the report specified in this field.  This new subreport can be edited and published so it can be used in future reports.

You may notice subreports do not appear in your list of reports within the Report Explorer. Since these reports must be bound to other reports, they will not show as a report you can run.  They are not meant to be standalone reports.

Once we have our new subreport created and published, we can bind it to the parent report.  To do this, right-click the subreport control in the Report Designer and select “Bind to D-Tools Report”.  Select your report from this list and that’s it.

If any edits are needed for the sub-report, you can do so without binding the report again.  The new changes will be reflected in the parent report.

Our Professional Services team offer custom report development services. Submit a ticket to support@d-toolshelp.com for more information.