Selecting the link types and link end entities

Use the Links page to select the link types and link end entity types to include on the report. For each link type/end entity type combination that you select, you must include at least one field. In the report, these records appear in a sub-section of their main entity record section, with an optional title.

Procedure

To add a link type/link end entity type to the report definition:

  1. Click the Links tab to display the Links page.

  2. Click Add to add a link type/linked entity type combination. The Add Link dialog is displayed:

    • From the Link list, select a link type - only valid link types for the main entity type are listed.

    • From the Link End list, select a link end entity type - only valid entity types for the main entity type/link type combination are listed. This means that when you run the report only records for the selected main entity type, link type, and end entity type records will be added to the report.

  3. If required, enter some text in the Title box to describe the relationship of the entity type records to the main entity.

  4. Click OK. You are warned to select at least one field for the link type and end entity type combination that you have just added.

  5. Set the sort order for the link type and link end entity type combination, and select the formatting style.

    Note: To indent the link records under the main entity record, go to the General page and turn on the Indent Links checkbox.