Table Reports provide you with the ability to create reports that combine data from multiple related Workflows onto a single report. This article will guide you through the basics of how to create reports that include data from multiple related sources.
When creating a Table Report, you will be prompted to select the sources of data for the report. The Workflows selected will determine what Fields can be added to the report. Selecting multiple Workflows is a step-by-step process that reveals additional available Workflows as you progress.
Choosing a Primary Workflow
The first step is to choose a primary Workflow as a basis for the report. The selection of the primary Workflow is important for two reasons:
- The primary Workflow will control which users can access the report after you create it. Only users with a view or edit entitlement to the primary Workflow will be able to access the report.
- A Table Report will always include all records from the primary Workflow, whereas records from secondary Workflows will only be included if they have a relationship to the primary Workflow records.
After selecting a primary Workflow, you will be presented with all of the directly related Workflows, or secondary Workflows.
In the example below, the "Risk Register" Workflow has four Workflows that are directly related to it. Within each of these secondary Workflows, you can see how many additional Workflows are related in the "+ RELATED WORKFLOWS" description.
Choosing Secondary Workflows
Clicking the checkbox next to a secondary Workflow will mark that Workflow for inclusion in the report dataset. Once checked, additional related Workflows will be revealed that are directly related to the selected Workflow.
In the example below, after choosing the "Risk Assessment" secondary Workflow, three additional Workflows are revealed. Clicking the checkbox next to the "Risk Mitigation" Workflow will also mark that for inclusion in the report, but since there are no related Workflows, no additional secondary Workflows will be revealed.
Note: A maximum of 1 primary Workflow plus 3 secondary Workflows can be included in a Table Report.
Once your Workflows have been selected, click the CONTINUE button to go to the report builder.
Building Reports with Multiple Workflows
The top of the Table Report builder will show the Workflows selected in the upper left.
Note: The source Workflows selected can only be edited during initial creation of the Table Report and cannot be edited after a report is saved.
Fields can be added to the report from any of the Workflows that were selected during the first step. Toggling the highlighted Workflow in the Field finder will reveal Fields from the selected Workflow.
Viewing Reports with Data From Multiple Workflows
When multiple Workflows are combined on a report, you will most likely have cases where a record is repeated multiple times in the report. This occurs when the primary Workflow is related to multiple secondary Workflow records.
For example, "3rd Party Technology Reliance" is repeated for each unique combination of "Assessment" and "Mitigation" that are related to it.
For more information on how to view, sort, search, and export data in Table Reports, see our Viewing a Table Report article.