📨Linked Reports

Introduce Report Fomular

We want to make it so that when a user clicks on the customer address code in the Accounts Receivable With Aging report, it will open the Receivable Details report for that customer..

Let's get started. First, go to Report Setup > Data View, then click the plus icon to view the Receivable Details report that we made in the last session.

To run this report for one specific customer, just drag the field address code from the left side into the filter grid. Then enter the customer's value, for example NTN, like this:

DO NOT save any changes you make to this report. Just run the report and it should only show the report for the customer with the address code of NTN.

When a user clicks on the address code of a customer in the aging report, this is exactly what you want to show. To link the formula to the report template, click on the Report Formula button to copy the underlying linking formula to the clipboard.

Now open the report template of the aging report. Go to the cell D6, right click and select New Note, then paste the copied formula from clipboard.

The filter is now fixed with the address code value of “NTN”. Remember, we have attached a band called Report to the sixth row of the Accounts Receivable With Aging report. To make the report take the address code for the current record of the Report dataset, we need to replace "NTN" with the tag <#Customer>

Finally, just underline the text in cell D6 and color it blue to show people that it can be clicked on.

Upload the template and save it. Run the report and click on the customer address code and it will open a report showing all of the receivable details for that customer.

That's it.