Published at: 2025-10-30

Definition and Related Concepts of Joined Report

In the process of data analysis, there are often scenarios where existing reports or charts need further processing. Therefore, based on the existing functions of reports, the concept of Joined Reports is introduced. Enterprises can configure Joined Reports according to their needs to achieve different business logic.
Note: The Joined Report feature requires a separate purchase.

I. ShareCRM Joined Report Configuration Process

  1. Select Source Reports: The data for Joined Reports comes from source reports. The choice of different association types directly affects the presentation of the final Joined Report data.
  2. Select Common Dimensions: Used for data matching in Joined Reports, selecting the same grouping or detail fields from the source reports.
  3. Select Data Range: The final data of the Joined Report is influenced by the filter conditions in each source report. If not added, it will not be displayed, but the filter will still be effective. It supports configuring data range exposure for quick filtering during viewing.
  4. Header Name and Order: Displays common dimensions and other header fields from the source reports. Users can drag to reorder, rename, hide headers, and edit, add, or delete calculated metrics. It supports alert settings and allows grouping and statistics on fields.
  5. Composite Header: Users can add rows to the basic header and perform cell operations to divide areas for grouped display, facilitating better data viewing.
  6. View Joined Report:
    • You can view details; clicking on statistical data allows you to view the corresponding detailed data.
    • You can drill down; for charts with fixed drill-down settings in the source reports, you can drill down to view data when viewing the Joined Report.

II. System Usage Process Description

You can use the system according to the following process:
  1. The CRM administrator or report administrator can create a Joined Report under the Data Analysis > Reports menu, determining the association type, source reports, common dimensions, data range, etc. Please refer to Create Joined Report.
  2. Employees can view the already created Joined Reports under the Data Analysis > Reports menu.
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Creating a Joined Report