Home > Tutorials > Report Manager Tutorial > Creating Advanced Reports > Creating Union Reports > Creating advanced reports: Union reports Part 1

Union Reports - Part 1 Create the base reports

Step 1 Create the first base report

Create the first report using the details listed below:

• Report Name: RKL Sales (YTD)
• Folder: Training
• Data Container: Customer Documents
• Columns:
  • Customer Code
  • Customer Name
  • Period
  • TotalExcl
• Filter 1:
  • Column: Period
  • Comparison function: Greater than or Equal to
  • Value: 1
• Filter 2:
  • Column: doctype
  • Comparison function: Is In
  • Value: CRN, INV

Note: Run the report and ensure that the report is working correctly.

Step-by-Step Solution

1. Right-click on the Training folder and select Add Report.
2. Enter the report name: RKL Sales (YTD) in Name Report dialog box.
3. Select the Customer Documents container from the Add Container dialog box and click OK.
4. Add the following columns:
   • Customer Code
   • Customer Name
   • Period
   • TotalExcl
     
5. To set the first filter, click the Filter tab.
6. Click the Add button on the right of the property window.
7. From the Choose a Filter Field dialog box, click Period then click OK.
8. From the Choose Comparison Method dialog box, click Greater than or Equal to then click OK.
9. Enter 1 in the Comparison Value dialog box then click OK. The filter is displayed in the Filter window.
10. To set the second filter, click the Add button in the Filter window.
11. From the Choose a Filter Field dialog box, click doctype then click OK.
12. From the Choose Comparison Method dialog box, click Is In then click OK.
13. Enter CRN, INV in the Comparison Value dialog box then click OK. The filter is displayed in the Filter window.
14. Click OK. The report is displayed below the Training folder.
15. Run the report to ensure that it displays the correct data as shown in the diagram below:

Step 2 Create the second base report

Create the second report using the details listed below:

• Report Name: RKL Outstanding Orders (YTD)
• Folder: Training
• Data Container: Customer Documents
• Columns:
  • Customer Code
  • Customer Name
  • Period
  • TotalExcl
• Filter 1:
  • Column: Period
  • Comparison function: Greater than or Equal to
  • Value: 1
• Filter 2:
  • Column: doctype
  • Comparison function: equal
  • Value: SO

Note: Run the report and ensure that the report is working correctly.

Step-by-Step Solution

1. Right-click on the Training folder and select Add Report.
2. Enter the report name: RKL Outstanding Orders (YTD) in Name Report dialog box.
3. Select the Customer Documents container from the Add Container dialog box and click OK.
4. Add the following columns:
   • Customer Code
   • Customer Name
   • Period
   • TotalExcl
5. To set the first filter, click the Filter tab.
6. Click the Add button on the right of the property window.
7. From the Choose a Filter Field dialog box, click Period then click OK.
8. From the Choose Comparison Method dialog box, click Greater than or Equal to then click OK.
9. Enter 1 in the Comparison Value dialog box then click OK. The filter is displayed in the Filter window.
10. To set the second filter, click the Add button in the Filter window.
11. From the Choose a Filter Field dialog box, click doctype then click OK.
12. From the Choose Comparison Method dialog box, click Is Equal to then click OK.
13. Enter SO in the Comparison Value dialog box then click OK. The filter is displayed in the Filter window.
14. Click OK. The report is displayed below the Training folder.
15. Run the report to ensure that it displays the correct data as shown in the diagram below:

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