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Blended Reports
Updated over 4 months ago

You can create new blended reports using existing blended or derived reports.

  • Click the checkboxes and select at least two reports.

  • Click Create Blended Report under Actions.

Step 1

  • Enter a name for the new report

  • Select the Report Type, then select the name of the report you wish to add to the blended report.

  • Click Add to add more reports, or click the - sign to remove a report from the list.

  • Click Continue to proceed to step 2

Step 2

  • For each report included in the new blended report, select the attributes/fields that have matching data. The selected fields will be used to link the records in the different datasets together.

  • Click Filters to create rules on what type of data to include from a dataset before creating the blended report.

  • In the Connections section, select the Join condition/type for the blended report.

  • Click the Data Connector dropdown, then link the previously selected fields that match from the first and second datasets.

  • Click Add Connector to add more data references, also known as linking fields.

  • Additional reports and datasets will also have to be linked to the preceding dataset.

  • Click Add Merge Pair if you want to merge selected attributes of the datasets

  • Select the attributes/fields that you want to merge from the dropdown.

  • Enter a name for the new attribute.

  • Create additional rules if necessary.

Step 3

You can define additional operations for selected fields when creating the blended report.

  • Select the data column and an operation from the dropdown, then enter a column name under Derived Column for the resulting data.

  • Click Add Extraction / Grouping to add more operations. Click the - sign to remove unnecessary operations.

  • Click Save to create the new blended report.

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