Definition and Related Concepts of Joined Reports

In real-world data analysis, you often need to further refine existing Reports or Statistic Charts. To address this, ShareCRM offers the Joined Report feature, which lets organizations configure Joined Reports to implement various business logic based on their needs.

Note: The Joined Report feature requires a separate purchase.

1. ShareCRM Joined Report Configuration Workflow

1. Select source reports: Joined Report data comes from source Reports. Choosing different relationship types directly affects how the final Joined Report data is presented.
2. Select common dimensions: Use these fields to match data across sources when joining. Pick the same grouping or detail fields from each source Report.
3. Define data scope: The final Joined Report data is filtered by the criteria in each source Report. If no data scope is added, those records will not display, though source filters still apply. You can optionally expose the data scope so viewers can quickly re-filter when viewing.
4. Column headers and order: Display common dimensions alongside other source Report columns. Users can drag to reorder, rename, or hide columns, and can edit, add, or remove calculated metrics. Supports alert setup and allows grouping and aggregation on fields.

5. Composite headers: Add header rows or perform cell operations on the base header to create grouped display regions for clearer data viewing.

6. View Joined Reports: - View details: For aggregated metrics, click to view corresponding detail records. - Drill down: If a source Report has a fixed drill-down configured for a Chart, you can drill down to view that data within the Joined Report.

2. System Usage Procedure

Use the system following these steps:

1. A CRM Administrator or Reports Administrator creates a new Joined Report under Data Analysis » Reports, defining the relationship type, source Reports, common dimensions, data scope, and other settings. See: http://help.fxiaoke.com/2615/5df2/28c6/4090 (Create a Joined Report)
2. Employees can view existing Joined Reports under Data Analysis » Reports.