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Reports Based on Multiple Tables - Overview

437 bytes added, 18:57, 8 July 2019
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* '''Report Name: '''List Companies and Contact
* '''Report Description: '''Joins This report joins the company and contacts table. 
5. Click the '''Save '''button.
:* 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 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, the report will find the matching record(s) from the contact table related to each company.:** If no match is found, the record 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 '''outer join''' is very different from an inner join. Instead of limiting results to those in both tables, it limits results to those in the "left" company table.:** 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.
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 means that if there are no records in the organization table, a row in the report will still be returned for that company, but with NULL values for each column from contact.
 
Only use the outer join if you would still like all results (regardless of matching records with the other table) to show up.
 
|}
1. Open the '''Report Builder '''by clicking on the four-square icon above the name of the report.
:: [[File:Report builder icon.png|border]]
2. The report builder is opened in a modal window. Click into each field and select the 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.
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