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Work with Multiple Workflows in Table Reports

Gary
Updated

How to build Table Reports that combine data from multiple related Workflows 

Table Reports provide you with the ability to create reports that combine data from multiple related Workflows into a single report. 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.

Choose 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:

  1. 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. 

  2. 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 clicking the + New Table Report button, you will be prompted to select the primary Workflow and will be able to scroll and search the dropdown to find the correct Workflow.

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Choose Secondary Workflows

Click the Checkbox next to a secondary Workflow will mark that Workflow for inclusion in the report dataset.

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Once checked, additional related Workflows will be revealed that are directly related to the selected Workflow. 

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In the example above, after choosing the "Tasks" secondary Workflow, an additional Workflow is revealed. Clicking the checkbox next to the "Communications" 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 5 secondary Workflows can be included in a Table Report.

Once your Workflows have been selected, click Continue to go to the report builder.

Build Reports with Multiple Workflows

The top of the Table Report builder will show the Workflows selected in the upper left. 

Note: The primary Workflow selected can only be edited during initial creation of the Table Report and cannot be edited after a report is saved.

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You can edit the workflows that are included in a given Table Report. You may add additional workflows or remove existing workflows by clicking Edit Report and either hitting the Back button or the pencil icon. If you remove a workflow, you will see any Visual Reports built from the Table Report that will be deleted by removing the workflow.

Add Fields

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.

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View 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. Learn more about "duplicate" Records here.

 

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