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In this specific exercise, you will create a query that uses the company table and the contact table.
=Connecting Multiple Recordsets for a Report=1. Create a '''new report''' with Click the 9-square menu icon on the following values:top right of your page.
3. Scroll to the Click the '''Table+ icon ''' on the top left, above the [[List View Overview|list]] of reports, to create a '''New Report.'''
4. Set the primary table to the The '''Companies/AccountsNew Report '''page is displayed, with fields for you to fill out.
:: [[ImageFile:Reps99Reports multiple tables new.png|800px|border]] For this example exercise, fill out the following fields with the corresponding information: * '''Report Name: '''List Companies and Contact* '''Report Description: '''This report joins the company and contacts table. 5. Click the '''Save '''button. You will now select the two tables that are required in the report. 6. Click on the new tab called '''[[Report Recordsets|Recordsets]] '''in the top row of tabs. :: [[File:Recordsets tab.png|750px|border]] 7. Set the primary table to '''Primary Table '''to '''Organizations '''and the '''Inner Join '''as '''Contacts.''' To do so, simply set both the '''Organizations '''field (found under the '''Company and Account '''heading) and the '''Contacts '''field (under '''Users and Contact) ''' table as an to '''Inner Join: ''' :: [[File:Company and contact inner join.png|250px|border]] : :* The '''Organizations '''recordset will report on company information that you have entered into the system, including all organization-specific [[Custom Fields]] that are related to organizations.:* The '''Contacts '''recordset will report on all contacts ''outside ''of your organization (although this does not automatically mean that they are [[External|external]] [[User|users]]). This table will include all contact-specific and [[User Role|role]]-based [[Custom Fields]]. 8. Scroll down to the bottom of the page and click '''Save.'''
=Inner and Outer Joins=
There are two types of joins supported in [[SmartSimple]] – inner joins and outer joins.
This is the most common type of join used, and is the default join type when you [[Adding a Table to a Report|add tables to a report]].
When you join the company table organization and the contact table with an inner join, the report will find the matching record(s) from the contact table related to each organization. If no match is found, the record from the company will not be included in the report results. If multiple results are found in the contact table, the companyinformation will be repeated.
3. '''Build''', '''save''', and '''preview''' the report.
:: [[Image:Reps97.png]] ::* The company name, city, and state information is displayed from the company table for each matching record from the contact table. ::* No company details will be displayed if there are no contacts.
{{PrevNextStart}} [[Creating a Public – Internet Enabled Report]]{{PrevNextMid}} [[Using an Outer Join]]{{PrevNextEnd}}
[[Category:Reports]]