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Parent/Child Reporting

Confidential - Do not duplicate or distribute without written permission from Decisions


What Is Parent Child Reporting?

● A Report paradigm that displays Data

From Two or More Related Data

Structures

● It Is The Combination of a:

○ Report Send Data Filter Change

Source

○ A Renamed Report Rule “Equals”

Filter

Confidential - Do not duplicate or distribute without written permission from Decisions


1
DECISIONS: Parent/Child Reporting

Setup

● Must Have A Data Structure Relation


○ Configured On DataTypes
○ Manipulated On Existing Related DataTypes

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DECISIONS: Parent/Child Reporting

Parent Report Setup

1. Configured the shared field to be the


“Send Data Change source”

2. Define A Filter Change Source Name

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DECISIONS: Parent/Child Reporting

Child Report Setup

● Select the Equals Filter for


the Shared Field

● Rename The Filter to


“Filter Change Source
Name”

● Change Runtime Behavior


to “Get Values From Other
Reports”

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DECISIONS: Parent/Child Reporting

Testing
● Add Both Reports to a
Page

● Create a Dashboard

● Click on Records in the


Parent Report

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Q/A
THANK YOU

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