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Reports Based on Multiple Tables - Overview

96 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=
|}
<br />1. Open the '''Report Builder '''by clicking on the four-square icon above the name of the report.
:: [[File:Report builder icon.png|border]]
:: [[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. 
3. '''Build''', '''save''', and '''preview''' the report.
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