A sub report can be a different report type to the primary report, for example, you can insert an invoice sub report into a customer report such as a turnover report, to show products bought by each customer in the last month.

Add a sub report

1. Select the report you want to add the sub-report to, then click Edit.
2. On the menu bar click Report, click Report Properties.
3. Enter a new report name and description, then click OK.
4. Click Toolbox, then click Add Subreport.
5. Click the area you would like to show the sub-report.
6. In the Data Source window, select SageLine50v26, then click Next.
7. Select the required document type for the sub report, then click Next.
8. Follow through the wizard to add any required variables, groups, sorts and criteria for the sub report.
9. Click Finish.
10. On the menu bar click File, click Save As.
11. Enter a new file name then click Save.
12. On the menu bar click File, then click Exit.
    
    

View and amend a sub report

1. Select the primary report, then click Edit
2. Select the tab for the required sub report.
3. Amend the sub report as required.
4. On the menu bar click File, click Save.
5. On the menu bar click File, then click Exit.
   
   

Set up criteria on a sub report

1. Select the primary report, then click Edit
2. Select the sub report area.
3. In the Properties pane select the Criteria finder button.
4. Create the sub-report criteria, then click OK.
5. On the menu bar click File, click Save.
6. On the menu bar click File, then click Exit.