Child Reports
Child reports allow you to include related records from a secondary report inside a Document Template. For example, you might generate an Account document that includes a list of related Contacts or Opportunities.
How it works
Child reports can be formatted using:
- Record Handlersrecord handlers to control the layout of child reports. For example, you can configure a template to create a separate page for each parent record (such as an Account) and a distinct block or section for each child record (such as their Contacts) associated with that parent.
- Report template tablesReport template tables as the anchor for mapping and formatting complex data.
Child reports work like standard reports, except they use a combined alias format PARENT_ALIAS.CHILD_ALIAS. You can find the alias for the child (which is the relationship name), on either the parent report detail page or on the detail page of the child report.
Parent report alias
Child report alias
Method 1: Child Record Handlers
You can format child report data using:
- Block Record Handler
- Cell Record Handler
These work exactly like standard record handlers except for the alias format described above.
Example
Suppose your template generates an Account document using a Page Record Handler and you want to include a list of related Contacts.
- Identify the parent and child aliases.
- Add a child record handler using:
- Place child variables inside the handler block.
- When the Solution runs, the document will merge in the fields and repeat a block (or cell) for each related child record.
Method 2: Child Report Template Tables
Child Reports can be formatted using report template tables. Works the same as standard report template tables, with the difference of requiring placing the table inside a cell of the main template.
Example
If generating an Account document:
- Embed a report template table for related Contacts inside the template
- Use the same PARENT_ALIAS.CHILD_ALIAS format.
- The table populates automatically with related child records when the Solution runs.
