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About Master-Detail Reports

An example of a master-detail report is the Service Request Activity (All) report in Siebel Service, shown in Figure 11.

This report provides master information for each service request, followed by the list of activities for that service request. Each service request begins on its own page. This report is analyzed in How Master-Detail Reports Work.

Figure 11. Service Request Activity (All) Report
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A master-detail report can also have multiple subreports. In this case, a list of detail records appears for each of a number of business components for each master record. For example, the Account Service Profile report provides three lists for each account master record: customer survey responses, opportunities, and service requests. A report with two subreports is described in Process of Creating a Report With a Parent-Child Relationship. Master-detail reports with multiple subreports are common among the Siebel standard reports.

When starting a master-detail report, no need exists to start the report from a view where all business components used in the report are present. Having the master business component in the view of the report is enough for the report to retrieve all the child or grandchild records.

The only requirement is that all business components used in the report must have been added to the business object used by the view from where the report is started. Also, the business components must use the correct links to establish the proper relationships among them, as a report retrieves the data using the Siebel Business Object Layer.

If a Multi-Value Field (MVF) is included in a report, only the first record appears. To display all the records from an MVF in the report, a subreport must be created in Siebel Tools under the associated Report object. The subreport must be based on the business component that contains the MVF to be displayed. Make sure that this business component is included in the business object pertaining to the Report object. If the business component is not already included in the business object, it must be included after defining an appropriate link.

This information is also valid for indirect MVFs. For example, consider the case where the business address (an MVF) of an Account associated with an Opportunity must be displayed in the report. The business addresses in the MVF are not directly related to the Opportunity, but they are related to the Account that it is associated with it. To display all the records in the business address MVF as a subreport, first create a link between Business Address business component and Opportunity business component using Account Id as the source field. Then include Business Address business component under Opportunity business object. Create a subreport with Business Address business component under the Report object and include the necessary MVF to display.

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