How can I include data from a related table in a Quick Report?

Quick Report is a great tool for creating quick and simple columnar reports from a table in your CatBase data. But how do you inmclude data from a related table in a report?

The trick is:

Base the report on the related "many" (child)  table.

You will then be able to add columns from the "parent" table.

For example, let's look at a typical Advertisers->Advertisements relationship. Each Advertiser can have any number of Advertisements, and you want to produce a report showing all ads and who they belong to.

 

  1. Start at the Advertisements table.
  2. Make a list of all the Advertisements you want to include in the report.
  3. Create a new Quick Report by clicking on the Report icon at the top of the window.
  4. Add the required fields from the Advertisements table to the Quick Report.
  5. Above the list of fiels you'll see a popup menu showing "Master Table". Click on this popup and choose Related Tables.
  6. The view of the list of fields should change slightly. If you scroll down in the list you should see a visual clue indicating a link to the related "parent" table on the Recordnumber field. If you do not see this visual clue:
    1. Go to Admin->Database Setup->Table and Field Setup
    2. Click on Manage Relations
    3. Double-click on the line that links the two related tables
    4. Select the Parent record is required checkbox
    5. Save it
  7. Double-click on the name of the related table in the list of fields.
  8. The field list splits into two sections, with the bottom section showing the list of fields from the parent table.
  9. You can now add any fields you need from the parent table to your report

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