How do I use joins to connect data in 360 Reports?

Answer

Getting different data objects to appear in the same report row depends entirely on how they are 'joined.' Understanding the types of joins—Direct and Indirect—is the key to building the report you need.

Direct Joins

A direct join is a simple, non-stop connection. One object links straight to another.

Example
  • Objects: A Company (Vendor) is directly joined to a User.

  • Relationship: They are a direct join. Their information will automatically appear together in the same report row.

Indirect Joins

An indirect join is a connection that requires a "middleman" object. The two objects you want to report on don't link to each other, but they both link to a third, common object.

Example
  • Objects: A Company Distribution Group and Company (Vendor)

  • Relationship: These objects do not have a direct join. However, both objects have direct joins to User. To show Company Distribution Group and Company (Vendor) in a report, you must also add the User object, which allows all three objects to appear on the same report row.

See Also

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