Building a Data Model
Last Updated: October 29, 2021
When creating a report, the first thing you have to do is to build a data model, where the fields you will use for designing the report's table will be based on.
To create a data model, follow the steps below:
Step 1: Go to Reports page from the Builder's sidebar.
Step 2: On the Reports page, click the plus (+) button at the top-right of the page and select Create a Data Model. This will take you to the Data Model Builder.
Step 3: On the Data Model Builder, you can select a combination of two data sources:
2 Workflows or Records, or
1 Workflow and 1 Record
Important: Both of data sources of your choosing must contain a common Field ID. These two Field IDs acts as the link between the two data sources. For example, if you are planning to use two Records for your Employee Salary data model, both Records must contain the same Field IDs with the same data so the Data Model Builder can link the Records together and collate the information from both sources in a single report.
Step 4: Once two sources have been checked and identified, click Proceed to go to Relationship.
Step 5: Map out the relationship between the two data sources by linking the common Field IDs. Then, click Proceed.
Step 6: In the Field Selection, create a name for your data model, then check the fields from each data source that you would like to include in the data model. Once done, click Proceed.
Step 7: For the final step, you may preview your data model just in case you need to make some final changes before publishing it.
After building the Data Model, the next step is to design your report.
Overview: Global Reports
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
When creating a report, the first thing you have to do is to build a data model, where the fields you will use for designing the report's table will be based on.
To create a data model, follow the steps below:
Step 1: Go to Reports page from the Builder's sidebar.
Step 2: On the Reports page, click the plus (+) button at the top-right of the page and select Create a Data Model. This will take you to the Data Model Builder.
Step 3: On the Data Model Builder, you can select a combination of two data sources:
2 Workflows or Records, or
1 Workflow and 1 Record
Important: Both of data sources of your choosing must contain a common Field ID. These two Field IDs acts as the link between the two data sources. For example, if you are planning to use two Records for your Employee Salary data model, both Records must contain the same Field IDs with the same data so the Data Model Builder can link the Records together and collate the information from both sources in a single report.
Step 4: Once two sources have been checked and identified, click Proceed to go to Relationship.
Step 5: Map out the relationship between the two data sources by linking the common Field IDs. Then, click Proceed.
Step 6: In the Field Selection, create a name for your data model, then check the fields from each data source that you would like to include in the data model. Once done, click Proceed.
Step 7: For the final step, you may preview your data model just in case you need to make some final changes before publishing it.
After building the Data Model, the next step is to design your report.
RELATED ARTICLE(S):
Overview: Global Reports
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 29/10/2021
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