Using Combined Printouts

The Combined Report within DEACOM is used to join two or more separate DEACOM report grids into a single report. This will operate like a SQL JOIN function. Each table will be joined on a matching key that is available to both layouts. An example of this would be to create a combined report that shows Sales Order Summary information along with Job Header information that are linked by the Sales Order number. Printouts relating to Sales Orders are a good example of why a company would want to use this function - most orders will contain BOL(s), COAs, etc. If all of these documents are required by the receiver, using combined printouts is an efficient way of ensuring all forms necessary are generated together.

Configuration

Grid Layouts - DEACOM reports should be modified as desired. The reports that are going to be combined need to have a matching key that the reports will be joined on. This can be an ID field, an order/job number, sales person, etc.

Process

  1. Navigate to System > Maintenance > Published Data.
  2. Click "New" > name the Combined Report > set the Type to "Combined Report" > click "Save".
  3. Navigate to System > Maintenance > Users.
  4. Select the user to give the combined report to > click "Modify" > click "Published Data".
  5. Select the combined report that was created in step 2 > move it to the right side of the mover form by clicking "Move" > Click "Continue".
  6. Run the report that will be used as the primary source of the combined report (Job Summary, Sales Detail, etc.) > click the down arrow > click "Publish Data".
  7. Set Type to "Combined Report" > select the Combined Report that was created > enter a name in the "Join Alias" field (can only use numbers, characters, and underlines, no spaces) > verify the "Master" box is checked > save and close the Publish Data form.
  8. Run the report that should join to the master grid layout. Verify that there is a field on the grid that will match up with a field on the master grid > click the down arrow > click "Publish Data".
  9. Set Type to "Combined Report" > select the Combined Report that was created > select the Grid that is being joined to in the "Join To" field > enter a name in the "Join Alias" field (can only use numbers, characters, and underlines, no spaces) > in the "Join To Column" field select the key from the master grid layout > In the "Join From Column" field select the key from the child grid layout > Save and close the Publish Data form.

FAQ and Diagnostic Tips

Tip: Users can now sort columns on combined reports via the grid layout button. If a new report is attached to an existing combined report, the columns form that report will be added to the end of the grid layout on the combined report.

Tip: Within combined report pre-filters, for every date type field, there are three date fields that can be used as control sources:

  • datename_start (When using the _start date, it is treated as anything greater than or equal to that date.)
  • datename_end (When using the _end date, it is treated as anything less than or equal to that date.)
  • datename_exact (When using the _exact date, it is treated as anything that equals that date.)