How do i create a sub report

Subreports in Insights are utilized to navigate to a separate, or sub, report. Utilizing various methods, the content of the subreport can be narrowed down based on the context of the main report.

Creating an initial subreport

• In order to create a reference from the main report to a subreport, a separate report must first be created to link to. For this example, a grid report containing all relevant data has been generated.

• Once the data grid has been prepared, the main report displaying less content, but potentially more relevant data, has been created. It is from this report, the subreport will be called.

• In the main report, it is now possible to associate a field to reference the data subreport. This is accomplished by clicking on the cogwheel icon next to “Sub Report” in the Field Properties tab.

• The Sub Report cogwheel icon will open up the Subreport Settings pop-up window. In this window, all the specifications for the subreport will be configured. Clicking on the magnifying glass in the upper left corner will open the Report Selection window.

• The Report Selection window allows for searching potential subreports based on a set of criteria. These search parameters can include categories, partial report names, creator, last editor, as well as created and last edited dates.