Including Data from Related Items

You can create a report that pulls data from related items in another application or auxiliary table. This type of report requires that the primary application has a relational field that points to the other application or auxiliary table. The results display data from secondary items that the primary item references through relational fields.

The relational fields can be either single or multi-relational fields, and they reference an item in another applications or auxiliary data. An example of a relational field is the Company field in an application, which allows you to select from available companies that are entered in the Company auxiliary table. The company entry includes additional information about the company such as contact info and contract information.

The spanning across the different tables based on relational fields is created using a join condition. Join conditions define the data to display and the data to use as filters for the report.

The join conditions help address many business use cases. For example, you can create a report which displays all issues for companies with a specific support agreement, such as a Platinum service plan. In an IT setting, you may have problems that are spawned from issues. You can use a join condition to show all high priority issues which have problems that have not been assigned.

There are two ways that you can use the data from the related items. First, you can include the data in your report. Second, you can filter the report results based on the data. The following two bullets explain how you could create reports to include data or filter results.

Currently, Including Data from Related Items only works with Listing reports.
Tip: For SQL experts, the related data functionality is similar to using a SQL Join condition for a Search Filter.

Related Topics

Adding Join Conditions

Custom Listing Reports