Creating a report from two different tables

[Rob Sestito]

Hello SN Comm,

I am looking to see if anyone here can help me in my research with a possible task.

We use HR Case for our main table (Case Management) - and we also use KB Knowledge. It has been requested to see if a certain report can be built.

Request: Build a report that can look up 'Knowledge Articles flagged as not helpful/more info needed' & within the same report, list of HR Cases 'flagged as needing knowledge'.

Findings (so far): I have been able to see that I can do some dot-walking from the Task Table, Incidents, and Problem tables. However, unable to reconcile doing the same with HR Case and Knowledge tables. Anyone know if there is a way to do what I am looking for?

Note: If I did not explain enough detail please let me know and I an try again.

Thanks in Advance!

-Rob

[Dubz · Accepted solution]

Hi Rob,

You can create a database view which basically combines two tables so you can report on them both in the same report. It's normally used to combine task and metric tables like incident_metric but you could do it for this as well.

Database views

[Rob Sestito]

Hey David,

Much appreciated, this is very useful - thank you for the information!

Cheers,

-Rob

[Rob Sestito]

Hey David,

Sorry to bother you about this again - but just wondering if you could tell me.. Is the Where Clause mandatory/needed when putting this together?

I created my Database view - added my View Tables - and added View Fields to both View Tables. All together, only need 3 View fields to generate between the two Tables. Here are some screen shots to better show what I have done. When I click on the 'Try it' link from the Database View form, it seems to just spin and spin without ever returning anything. Which brought me to my question about the Where Clause to you.

Thanks in advance,

-Rob

[Tejas Tamboli]

Hello Rob,

For create tables from two tables you need to create database views between two tables from which you needs to create reports.

Follow the below steps:-

1. Navigate System Definition->Database View-> New

2. Write Name-> Save.

3. After saving related list will appear as view tables.

4. Click New->select your first table -> Save.

5. Again Click New-> select second table-> Save.

6. Now check in reports your new table will appear which you already created a database view.

hope that helps.

Mark ✅ Correct if this solves your issue and also mark 👍 Helpful if you find my response useful to you and help others to find information faster.

Thanks,

Tejas