Issues combining dynamic reporting tools

[debits_and_credits]

Hi everyone,

I'm trying to create an invoice PDF using 2 Report Text tools and 1 Table tool and combining them into one page to render like so:

Report Text 1 (dynamic)

Table (dynamic)

Report Text 2 (static)

I have a table similar to the below. In the Table tool, I want to group all the charges by VendorID (which doesn't show up on the actual invoice) so that a separate invoice will be created for each Vendor, most of which will show a table with two lines for two separate charges. So for example, the below table would create 3 invoices, the first two showing 2 lines and the third showing 1 line. 

The issue I have is that the first Report Text tool is also pulling data from the table using the field tags e.g. [Name:A] to fill out some of the text. The other Report Text tool is static so should be the same through all invoices. I've tried combining the three tools via the Union tool, but I either run into issues such as the two Report Tools will render but the Table tool doesn't, or another issue is for vendors with 2 charges lines, it will render each line in the table separately with separate Report Text 1 text as well e.g.:

Report Text 1 (dynamic)

Table - Matt $10 Salary

Report Text 1 (dynamic)

Table - Matt $20 Travel

Report Text 2

Name	Charge	Description	VendorID
Matt	$10	Salary	1234
Matt	$20	Travel	1234
Lisa	$15	Salary	5678
Lisa	$25	Travel	5678
Joe	$5	Salary	9876

Any suggestions on how to proceed? TIA!

[OTrieger · Accepted solution]

@debits_and_credits 

Have you try to create the table and then input it into a Text tool?

[debits_and_credits]

I have not! Trying it now but how do I get it to render both the Text and the Table? In the Render tool, if I set the Report Data - Data field to Text, then the table renders as raw HTML. If I set it to Table, then only the table is rendered and not the text above and below. 

[OTrieger]

Use a select tool to remove the table and say only with text as the table is already in it

[OTrieger]

You actually need to use the PCXML selection as it will generate the table, if you will select text then you will get HTML code.

[debits_and_credits]

Sorry can you explain that second comment? How do I do PCXML selection?

[OTrieger]

[debits_and_credits]

Thank you! It wasn't previously working as I forgot to format the above and below text to PCXML but I think this works! Appreciate your help.