Creating a Joined Report

1. Joined Report Configuration Workflow

• New entry point: A CRM Administrator or Report Administrator can create a Joined Report from the Reports list page via the “New” menu and selecting “New Joined Report”.

1.1 Select Joined Result Type

• Joined result types:
  • Standard Report: The joined result displays in a standard report layout.
  • Matrix Report: The joined result displays in a cross-tab (matrix) layout.

1.2 Select Source Reports

• Choose join type: single choice
  • Left Join: All rows from the left source appear; right source shows only rows that meet the join condition; missing right-side values are filled with blanks.
  • Inner Join: Only rows from selected sources that meet the join condition are combined.
  • Full Outer Join: All rows from the selected sources display; rows that don’t meet join conditions show blanks for the counterpart fields.
  • Vertical Concatenation: Append rows from both reports (including duplicate rows).
  • Select source reports: Options are drawn from the Reports list (excluding Joined Report types).
  • Left Join specifics: First choose one left source, then select 0–4 right sources.
  • Other join types: Select 1–5 source reports.

1.3 Select Common Dimensions

Used for matching data during the join. Choose identical grouping or detail fields from the source reports.

1.4 Select Data Scope

The final joined data respects the filters applied in each source report. If a filter is not added, data will not display for that filter, but the filters still apply.

• Common Data Scope: Add filter criteria that apply across two or more source reports. You may select only one filter per source report at a time; once added, that filter applies within each respective source report.
• Data Scope: Add filter criteria per source report; once added, the filter applies within its respective source report.
• Special filter conditions: For filter types not supported by standard reports, the Joined Report implements special handling: field-value comparisons and deduplication by a specified date field. Note: The “Most Recent” option currently supports configuration on only a single source report.

1.5 Column Headers and Ordering

Displays common dimensions and remaining columns from source reports. Users can drag to reorder columns, rename or hide headers, edit/add/remove calculated metrics, toggle subtotal/total visibility and their positions, configure alerts, group/aggregate, sort, rank, add SN (serial number), and other options.

1.6 Composite Headers

Users can add header rows and perform cell operations to create grouped header areas. You can also adjust column width and align header and body cells for improved readability.

1.7 Saving a Joined Report

After saving a Joined Report, the system currently supports subscribing, moving, renaming, and forwarding the report.