Creating a report from 2 or more tables
I want to create a report using two tables whcih are linked. Do I create a report table where I put all the fields I want into the reports table then I can generate a report from this table?
Thanks
Forum Discussion
3 Replies
If the tables are already linked via a relationship, you would just need to pull all relevant fields into one of the existing tables and create reports based on all the fields you need.
For example:
Table A: Company, Title, Phone
Table B: Contact Name, Contact Phone, Contact Email
If your relationship includes any fields between these two tables, you simple add the other lookup fields from Table A into Table B, making all relevant fields available in Table B to create any reports you need.
How do I move fields from one table into another table. Is there a video that can help?
You won't be moving them, you'll be adding them as lookup fields in the relationship. I've created a short video for you showing you how to do this:
Thank you,
Heather D
