In the process of actual data analysis, we often encounter scenarios that require secondary processing of the created reports or statistical tables. Therefore, on the basis of the existing functions of the report, a form is derived, and the enterprise can configure the form according to its own needs. To implement different business logic.
Notes: Joined report function needs to be purchased separately
1. Configuration Process of ShareCRM Joined Report
- Select Source Report: the table-join data comes from the source table, and choosing different association types will directly affect the presentation of the final table-join data;
- Select Public Dimension: used for data matching when combining tables, and select the same group or detail fields from the source table;
- Select Data Range: the final data of the combined table is affected by the filter conditions in each source table. If it is not added, it will not be displayed, but the filter will still take effect;
- Header Name & Order: Display public dimensions and other header fields of the source table. Users can drag and drop the order, rename, hide headers, edit, add and delete calculation indicators, etc.;
- Composite Header: Users can add new rows on the basic table header and perform cell operations to divide the area into groups for better viewing of data.
2. Description of System Usage Process
It can be used in the system according to the following procedures:
- The CRM administrator or report administrator creates a new joined report under the report menu of data analysis, and determines the association type, source report, public dimension, data range, etc.; please refer to [Create Joined Report] (http://help.fxiaoke .com/2615/5df2/28c6/4090)
- Employees can view the created forms under data analysis - report