| | Report Designer - Add a data table to your document using the join editor |
| Description | Sometimes you may want to add a data field from a table that isn't available by default. You can use the Join Editor to add additional tables to your report, giving you access to the extra data fields you need. Before using the Join Editor it's important to understand how data joins work, to ensure your report shows the correct information. You may also find our list of common data joins useful. TIP: Our Reporting team can create customised reports and layouts for you, tailored to your requirements. Read more > |
| Resolution | Open and save your document - Select the document you want to edit and choose Edit.
- On the menu bar, select Report, then press Report Properties.
- Enter a new report name and description.
- Press OK, then on the menu bar select File.
- Press Save As and enter a new file name.
Add a new table - In Report Designer, on the menu bar select Report, then press Joins.
- In the Toolbox pane, select the table that you want to add, for example, INVOICE.
- Select and drag the table into the central pane near to the existing table you want to join to.
 Create a join between tables - In Join Editor select the table that you want to be the parent table, for example, AUDIT_HEADER.
- In the parent table, select the variable that you want to join, for example, INV_REF_NUMERIC.
- Choose the table that you want to be the child table, for example, INVOICE.
- In the child table, choose the variable that you want to join, for example, INVOICE_NUMBER.
- Select and drag the highlighted variable from the parent table to the highlighted variable in the child table. For example, click and drag INV_REF_NUMERIC from the AUDIT_HEADER table to INVOICE_NUMBER in the INVOICE table.
The join is created and the parent table is identified by a key.  Set the join type - In the Join Editor, select the join between the two tables.
- In the Properties pane, in the Join Type dropdown select the type you require, for example, Parent Outer.
- In the Properties pane, in the Conditional Join Type dropdown click the same type, then press OK.

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