Changes

In this =Overview=This article will run you through the process you will explore “joining” multiple of creating one of the most useful [[Reports|reporting]] features available in a [[SmartSimple]] [[instance]]: the ability to relate information from two recordsets (tables) into a single report.  

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.

[[Image:Reps100.png]] : {{Icon-Menu}}2. Under the tab '''SaveTools, ''' the reportselect '''Reports. '''

You The list of available reports in your system will now select the two tables required in the reportbe displayed.

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.'''

* An {| class="wikitable"|-!|Inner Join||The'''inner  inner join''' displays the intersection between the two selected tables. This is the most common type of join used, and is the default join type when you add tables to a report.

When you join the company table and This is the contact table with an inner most common type of joinused, and is the default when you [[Adding a Table to a Report|add tables to a report will find the matching record(s) from the contact table related to each company]].

When you join the organization and 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 is will not be included in the report results. If multiple resultsare found in the contact table, the company information will be repeated.

If multiple |-!|Outer Join||The '''outer join''' is very different from an inner join. Instead of limiting results are found to those from both tables, it limits results to those in the contact "left" organization table, the company information will be repeated.

* An '''outer join''' is very different from an inner join. Instead of limiting results to those This means that if there are no records in both tablesthe organization table, it limits results to those a row in the "left" report will still be returned for that company table, but with NULL values for each column from contact.

This means that Only use the outer join if there are no you would still like all results (regardless of matching records in with the contact other table, a row in the report will still be returned for that company, but with NULL values for each column from contact) to show up.

|}1. Open the '''Report BuilderBuilder '''by clicking on the four-square icon above the name of the report.

:: [[File:Report builder icon.png|border]]2. Add The report builder is opened in a modal window. Click into each field and select the '''following fields'''information: 

:: [[File:Recordsets multiple table example.png|700px|border]]:: [[Image:Reps98.png]] The '''Field''' list now contains fields from both tablesSee [[Reports#Classic Report Builder - Column Settings|Classic Report Builder - Column Settings]] for more information about the report builder columns. 

:: [[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.

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