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Reports Based on Multiple Tables - Overview

568 bytes added, 18:57, 8 July 2019
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=Overview=
 
This article will run you through the process 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. 
=Connecting Multiple Recordsets for a Report=
 
1. Click the 9-square menu icon on the top right of your page.
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: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 hte the page and click '''Save.'''
=Inner and Outer Joins=
There are two types of joins supported in [[SmartSimple]] – inner joins and outer joins.
* 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 when you [[Adding a Table to a Report|add tables to a report]]. 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 Join||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 is means that if there are no records in the most common type of join usedorganization table, 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 and the contact table with an inner join, row in the report will find the matching record(s) from the contact table related to each still be returned for that company.:* If no match is found, the record but with NULL values for each column from the company is not included in the results.:* If multiple results are found in the contact table, the company information will be repeated.
* An '''Only use the outer join''' is very different from an inner join. Instead if you would still like all results (regardless of limiting results to those in both tables, it limits results to those in matching records with the "left" company other table) to show up.
:* This means that if there are no records in |}1. Open the contact table, a row in '''Report Builder '''by clicking on the four-square icon above the name of the report will still be returned for that company, but with NULL values for each column from contact.
1:: [[File:Report builder icon. Open png|border]]2. The report builder is opened in a modal window. Click into each field and select the '''Report Builder'''.following information: 
: 2: [[File:Recordsets multiple table example. Add the '''following fields'''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. 
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]]
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