Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into excel and then combine together.
Zac Smith
shared this idea
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Sally Weldon
commented
Yes, the ability to join objects is a very much needed option in reporting. I have had this option in other ERPs as well. One of the most important object joins for us would have to be the Profile Fund object and the Fund Advisor object. We currently run over 20 reports quarterly as exports that must use Access to join the individual exports to produce reports to check data entry. Fund/Notes (the combined object only shows Funds WITH Notes), Fund/Grants, Profile/Notes (the combined object only shows Profiles WITH notes).
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Freddie Garcia
commented
Inner join and Left Outer joins would ne perfect !!