Definition and Related Concepts of Joined Reports

In real-world data analysis scenarios, it’s common to need secondary processing of existing reports or statistical tables. To address this, ShareCRM has developed the Joined Report feature, which builds upon standard report functionality. Businesses can configure Joined Reports to meet specific operational logic requirements.
Note: The Joined Report feature requires separate purchase.

1. ShareCRM Joined Report Configuration Process

1. Select Source Reports: Joined Report data originates from source reports. The chosen association type directly impacts how the final data is presented.
2. Define Common Dimensions: Used for data matching during joining. Select identical grouping or detail fields from source reports.
3. Set Data Scope: The final dataset is affected by each source report’s filters. Unadded filters won’t display but remain active. Supports exposing filter controls for quick adjustments during viewing.
4. Header Configuration: Displays common dimensions and other header fields. Users can:
   • Reorder columns via drag-and-drop
   • Rename/hide headers
   • Edit/add calculated metrics
   • Configure alerts
   • Apply field grouping and aggregation

5. Composite Headers: Users can add header rows and perform cell operations to create regional groupings for improved data visualization.

6. Viewing Joined Reports:
   • View details: Click statistical data to see corresponding granular records
   • Drill-down: Supports drilling into data when source reports contain configured chart drill paths

2. System Workflow

Follow this implementation process:
1. Administrator Setup:
- CRM or report admins navigate to Analytics > Reports
- Create new Joined Report by defining association type, source reports, common dimensions, and data scope
- Reference: Creating Joined Reports
2. User Access:
- Employees view created Joined Reports under Analytics > Reports