Create Joined Report

I. Joined Report Configuration Process

• Create Entry: CRM administrators or report administrators can select New Joined Report from the New dropdown menu on the Reports list page.

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1.1 Select Joined Result Type

• Joined Result Types:
  • Standard Report: The joined result appears as a standard report.
  • Matrix Report: The joined result appears as a cross-tabulation table.

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1.2 Select Source Tables

• Join Types (Single Selection):
  • Left Join: Displays all data from the left source table, while only matching data from the right source table is shown. Empty values fill unmatched fields.
  • Inner Join: Combines only the data that meets the join conditions from all selected source tables.
  • Full Outer Join: Displays all data from all source tables, filling unmatched fields with empty values.
  • Vertical Concatenation: Merges data (including duplicate rows) from two tables.
• Source Table Selection:
  • Left Join: First, select a left source table, then choose 0–4 right source tables.
  • Other Join Types: Select 1–5 source tables (from the Reports list, excluding Joined Reports).

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1.3 Select Common Dimensions

Used for data matching during joining. Select identical grouping or detail fields from the source tables.

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1.4 Define Data Scope

The final joined data is affected by the filter conditions in each source table. If no filters are added, data will not display, but existing filters remain active.

• Common Data Scope: Add filter conditions from two or more source tables (one per table). These filters apply to their respective source tables.
• Data Scope: Add filters from individual source tables, which apply only to their own data.
• Special Filter Conditions:
  • Field value comparisons.
  • Deduplication based on a specified date field.
  • Note: “Most Recent” filtering supports only a single source table.

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1.5 Column Headers & Sorting

Displays common dimensions and other fields from source tables. Users can:
- Drag to reorder columns.
- Rename or hide headers.
- Add/edit calculated metrics.
- Configure subtotals/grand totals (visibility, position).
- Set alerts, grouping/aggregation, sorting, ranking, and SN (serial numbers).

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1.6 Composite Headers

Users can:
- Add rows to the base header.
- Perform cell operations to group data into regions.
- Adjust column width and header/body alignment for better readability.

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1.7 Save Joined Report

Once saved, the Joined Report supports:
- Subscriptions.
- Moving/renaming.
- Forwarding.

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