Adding Join Conditions

The Add/Modify Join Condition dialog box enable you to select relational fields that connect to other applications or auxiliary tables. You can pull in the additional data from these sources into your report. In addition, you can choose to filter the report results based on the values in these related items.

The Add/Modify Join Condition dialog box displays after clicking Add on the Create or Modify report screen.

To set join conditions:

  1. Select a relational field from the drop-down list. The relational fields that are available are provided by the application the report is based on.
  2. You can optionally change the display name of the join condition. For Listing reports, using unique display names helps to distinguish multiple join conditions from the same application or auxiliary table.
    Note: The display name appears in the Solution table drop-down list below the join condition.
  3. To limit report results to only items that include data in this relational field, select This related item filters the report results.
  4. To limit report results based on data in the related item, select This related item filters the report results, and then define a filter. The filter behaves similar to the Search Filter you define when you create a report.
    Note: You must have privileges to create/modify a report in the referenced table to add or modify a search filter. If you attempt to edit a pre-existing report which contains a join to a table which you do not have privileges to, you are limited as follows:
    • You cannot modify the existing join. You can either delete the join or leave it alone.
    • For Listing reports, you cannot choose to display additional columns for the table. The Alias name is disabled in the drop-down. You can only change the display of existing columns.

Related Topics

Custom Listing Reports

Custom Distribution Reports

Including Data from Related Items