Reports Based on Multiple Tables - Overview

Revision as of 10:51, 8 July 2019 by Emmy Fu (talk | contribs)

Revision as of 10:51, 8 July 2019 by Emmy Fu (talk | contribs)


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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.

In this process you will explore “joining” multiple tables.

In this exercise, you will create a query that uses the company table and the contact table.

1. Click the 9-square menu icon on the top right of your page.

052919 MenuIcon.png

2. Under the tab Tools, select Reports. 

The list of available reports in your system will be displayed.

3. Click the + icon on the top left, above the list of reports, to create a New Report.

4. The New Report page is displayed, with fields for you to fill out.

New report pag.png

For this example exercise, fill out the following fields with the corresponding information: 

  • Report Name: List Companies and Contact
  • Report Description: 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 Recordsets in the top row of tabs. 

Recordsets tab.png 

3. Scroll to the Table list.

4. Set the primary table to the Companies/Accounts.

Reps99.png

5. Set the Contact table as an Inner Join.

Inner and Outer Joins

There are two types of joins supported in SmartSimple – inner joins and outer joins.

  • An inner join displays the intersection between the two 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 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.

1. Open the Report Builder.

2. Add the following fields:
Reps98.png
  • The Field list now contains fields from both tables.

3. Build, save, and preview the report.

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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