In this article, you will create one of the most useful reporting features – the ability to relate the information from two tables into a single report.{{Banner-UnderConstruction}}
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. Click the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
2. Under the tab '''Tools, '''select '''Reports. '''
4. The '''New Report '''page is displayed, with fields for you to fill out.
:: [[File:New report pagReports multiple tables new.png|700px800px|border]]
For this example exercise, fill out the following fields with the corresponding information:
* '''Report Name: '''List Companies and Contact
* '''Report Description: '''Joins This report joins the company and contacts table.
5. Click the '''Save '''button.
:: [[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) '''to '''Inner Join: '''
3:: [[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 '''TableSave.''' list.
4. Set the primary table to the '''Companies/Accounts'''=Inner and Outer Joins=There are two types of joins supported in [[SmartSimple]] – inner joins and outer joins.
[[Image:Reps99{| class="wikitable"|-!|Inner Join||The''' inner join''' displays the intersection between the two selected tables.png]]
5. Set This is the '''Contact''' table as an '''Inner Join'''most common type of join used, and is the default when you [[Adding a Table to a Report|add tables to a report]].
=Inner 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 will not be included in the report results. If multiple results are found in the contact table, the company information will be repeated. |-!|Outer Joins=JoinThere ||The '''outer join''' is very different from an inner join. Instead of limiting results to those from both tables, it limits results to those in the "left" organization table. This means that if there are two types of joins supported no records in the organization table, a row in [[SmartSimple]] – inner joins and the report will still be returned for that company, but with NULL values for each column from contact. Only use the outer joinsjoin if you would still like all results (regardless of matching records with the other table) to show up.
* An |}1. Open the '''inner joinReport Builder ''' displays by clicking on the four-square icon above the intersection between name of the two tablesreport.
:* This is the most common type of join used, and is the default join type when you : [[Adding a Table to a File:Reportbuilder icon.png|add tables to a reportborder]]2.:* When you join the company table and the contact table with an inner join, the The report will find the matching record(s) from the contact table related to each company.:* If no match builder is found, the record from the company is not included opened in the resultsa modal window.:* If multiple results are found in the contact table, Click into each field and select the company following information will be repeated.:
* An '''outer join''' is very different from an inner join:: [[File:Recordsets multiple table example. Instead of limiting results to those in both tables, it limits results to those in png|700px|border]]:: [[Image:Reps98.png]]See [[Reports#Classic Report Builder - Column Settings|Classic Report Builder - Column Settings]] for more information about the "left" company tablereport builder columns.
:* This means that if there are no records in the contact table, a row in the report will still be returned for that company, but with NULL values for each column from contact.
1. Open the '''Report Builder'''.
: 2. Add the '''following fields''':
: [[Image:Reps98.png]]
:* The '''Field''' list now contains fields from both tables.
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.
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