Subreports

Each customer shows its orders with a subreport, and the report ends with another one: a summary with a chart. Subreports read the main report’s datasets by name and filter them by the parameters they are given.

Standards: PDF/A-2b · PDF/UA-1, checked with veraPDF on every change. Download the PDF.

What it shows

• A subreport per row, with parameters
• A subreport at the end, with a chart
• Shared datasets filtered by parameters
• PDF/A-2b and PDF/UA-1, with the subreports’ fonts embedded too

The template

customers.report.yaml

# yaml-language-server: $schema=../schema/template.schema.json
# Subreports: each customer shows its orders with a subreport, and the report ends with a second one, a
# summary with a chart. Subreports read the same data by dataset name and filter it by their parameters.
# PDF/A-2b and PDF/UA-1: the subreports embed their fonts too.
version: 1
title: Customer orders
culture: en-GB

document:
  author: Acme Ltd
  compliance: [pdf-a-2b, pdf-ua-1]

page:
  size: A4
  margins: 20mm

fonts:
  Inter: { regular: fonts/Inter-Regular.ttf, bold: fonts/Inter-Bold.ttf }

styles:
  default:  { font: Inter, fontSize: 9.5pt, color: "#1F1F1F" }
  customer: { fontSize: 12pt, fontWeight: bold, borderBottom: "0.75pt solid #1F1F1F", padding: 0 0 3pt 0 }

data:
  customers:
    fields: { Id: int32, Name: string, City: string }
  orders:
    fields: { CustomerId: int32, Number: string, Date: date, Amount: decimal }

body:
  dataset: customers
  sort: [Name]
  reportHeader:
    - padding: 0 0 12pt 0
      content:
        - { type: text, value: "Customer orders", fontSize: 18pt, fontWeight: bold, tag: h1 }

  detail:
    - padding: 0 0 14pt 0
      content:
        - { type: text, value: "{Name} · {City}", style: customer, tag: h2 }
        - type: subreport
          template: subreports/orders.report.yaml
          parameters: { customer: =Id, customerName: =Name }

  reportFooter:
    - content:
        - { type: subreport, template: subreports/summary.report.yaml }

  pageFooter:
    - content:
        - { type: text, value: "Page {PageNumber} of {TotalPages}", align: right, color: "#6B6B6B", fontSize: 8pt }

subreports/orders.report.yaml

# yaml-language-server: $schema=../../schema/template.schema.json
# One customer's orders: used as a subreport by customers.report.yaml, which passes the customer.
version: 1
title: Orders
culture: en-GB

fonts:
  Inter: { regular: fonts/Inter-Regular.ttf, bold: fonts/Inter-Bold.ttf }

styles:
  default: { font: Inter, fontSize: 9.5pt, color: "#1F1F1F" }
  th:      { fontWeight: bold, color: "#6B6B6B", borderBottom: "0.5pt solid #BBBBBB", padding: 4pt 0 2pt 0 }
  total:   { fontWeight: bold, borderTop: "0.5pt solid #BBBBBB", padding: 2pt 0 0 0 }

parameters:
  customer:     { type: int32 }
  customerName: { type: string }

data:
  orders:
    fields: { CustomerId: int32, Number: string, Date: date, Amount: decimal }

body:
  dataset: orders
  filter: =CustomerId == customer
  sort: [Date]
  reportHeader:
    - content:
        - type: table
          dataset: orders
          filter: =CustomerId == customer
          sort: [Date]
          headerStyle: th
          columns:
            - { header: Order, value: "{Number}", width: 1fr }
            - { header: Date, value: "{Date:d}", width: 90pt }
            - { header: Amount, value: "{Amount:C}", width: 90pt, align: right }
          footer:
            - style: total
              cells:
                - { value: "{customerName}: {Count(Number)} orders", span: 2 }
                - { value: "{Sum(Amount):C}", align: right }
  detail: []
  noData:
    - content:
        - { type: text, value: "{customerName} has no orders.", color: "#6B6B6B", italic: true }

subreports/summary.report.yaml

# yaml-language-server: $schema=../../schema/template.schema.json
# A summary of all orders, with a chart: used as a subreport at the end of customers.report.yaml.
version: 1
title: Summary
culture: en-GB

fonts:
  Inter: { regular: fonts/Inter-Regular.ttf, bold: fonts/Inter-Bold.ttf }

styles:
  default: { font: Inter, fontSize: 9.5pt, color: "#1F1F1F" }

data:
  orders:
    fields: { CustomerId: int32, Number: string, Date: date, Amount: decimal }

body:
  dataset: orders
  reportHeader:
    - padding: 6pt 0 0 0
      content:
        - { type: text, value: "Summary", fontSize: 12pt, fontWeight: bold, tag: h2 }
        - { type: text, value: "{Count(Number)} orders worth {Sum(Amount):C} in total." }
        - type: chart
          dataset: orders
          sort: [Date]
          category: "{Date:MMM}"
          series: [ { name: Orders, value: =Amount } ]
          format: C0
          height: 150pt
          alt: Column chart of the value of orders per month.
  detail: []

Render it yourself

Save the template, put the fonts it names next to it (Inter and the Noto fonts are free, under the SIL Open Font License), and run:

tagua render customers.report.yaml --open

Without a data file, tagua render makes up sample rows from the field types; see Preview as you edit.