Lesson 08 - Container to Container Relationship Report

Lesson 8-1 - Creating a list of containers that are linked to other containers (Programs that contribute to Results)

Goal - The goal of this lesson is to create a report that lists out containers that are linked to other containers.  This can be useful if you have connected containers to determine which containers are contributing to which other containers.

Steps to create a new custom report -

  1. Click Reports on the main menu
  2. Click on New Report
  3. Under the "Data Sources" tab - select the Containers and Containers_Containers tables
  4. Click on the Advanced button at the bottom of the page
    1. This report requires the Containers table to reference itself.  This requires the use of an advanced join of the tables and cannot be done using the simple data source page alone.
  5. On the advanced page, Click the button all the way on the right of the bottom row to "add additional data source below"
  6. Select "Containers" from the dropdown list.  This creates a second link to the containers table.
  7. This row must be configured to read exactly [Containers].[ID] =[Containers_Containers].[LinkedContainerID] [Inner]
    1. Note - you should only need to change the 4th dropdown from "ContainerID" to "LinkedContainerID" to make this work.
  8. Select Continue to Fields
  9. Select Title from the Containers table and rename it as "Parent Container"
  10. Select Relation from the Containers_Containers table
    1. Note a "0" value for this field means the containers are "Related".  A "1" value means the linked container is "Contributing to" the parent container.
  11. Select Title from the Containers2 table and rename it as "Linked Container"
  12. Click on the "Preview" tab to see the custom report you just created.
  13. Click on "Save as" tool bar button, name your report, for example "Lesson 8-1".
support_containers_reportFigure 8.1. Screen shot from report made in Lesson 8-1