Published at: 2025-10-30
Creating a Joined Report
1. Joined Report Configuration Process
- New Entry: CRM administrators or report administrators can select “New Joined Report” from the “New” dropdown menu on the Reports list page.
1.1 Select the Type of Joined Result
- Joined Result Type:
- Standard Report: The joined result will be in a standard report format.
- Cross Report: The joined result will be in a cross-tab format.
1.2 Select Source Tables
- Select Join Type: Single selection
- Left Join: All data from the left source table is displayed, while only matching data from the right source table is shown, with blanks for non-matching data.
- Inner Join: Combines data from selected source tables that meet the join conditions.
- Outer Join: Displays all data from the selected source tables, with blanks for non-matching data in each table.
- Vertical Join: Joins data from two tables (including duplicate rows) together.
- Select Source Tables: Options are derived from the Reports list (excluding Joined Report types).
- Left Join: First select one left source table, then select 0 to 4 right source tables.
- Other Join Types: Select 1 to 5 source tables.
1.3 Select Common Dimensions
Used for data matching during the joining process, selecting the same grouping or detail fields from the source tables.
1.4 Select Data Range
The final data of the joined report is influenced by the filter conditions in each source table. If no conditions are added, data will not be displayed, but filters will still be effective.
- Common Data Range: Select filter conditions from two or more source tables. Only one condition can be selected from the same source table at a time. Once added, the filter condition is effective in each respective source table.
- Data Range: Add filter conditions from each source table. Once added, the filter condition is effective in each respective source table.
- Special Filter Conditions: Implement special filtering not currently supported by reports, such as field value comparison and deduplication based on specified date fields.
- Note: The most recent configuration supports only a single source table.
1.5 Header Names and Sorting
Displays common dimensions and other header fields from the source tables. Users can drag to reorder, rename, hide headers, edit, add or delete calculated metrics, set whether to display subtotals/totals, adjust subtotal/total display positions, set alerts, group/statistics, sort, rank, and manage SN operations.
1.6 Composite Headers
Users can add rows to the basic headers and perform cell operations to divide areas for grouped display. Additionally, column width and alignment of headers and body can be adjusted for better data viewing.
1.6 Save Joined Report
After saving the joined report, it currently supports subscription, moving, renaming, and forwarding.
