Cross module reports: Overview

You can create reports that combine information about two objects such as information about assets and users.

For example, you might want to create a report about assets assigned to users that are ready to be deployed with additional information about the users such as the user's address and other relevant information. 

To add value to the view and the report, you can add custom fields. For example, you might want to add a field to capture whether a user works remotely. And, if a user works remotely, you might, want to capture the user's delivery preference -  office branch, collection point, or home address.

Refining the data

To avoid overwhelming users with data, you can refine the information that is shown in reports.

Note
In related views, you have a primary and a related object. For example, if I want to combine information about users and assets, you go to the list view of the People page to create the related view and report. In this case users is the primary object. The object that you select when you expand the Related Views, is the related object. 
 

To refine the information, you can

• Use a search in the list view of the primary object to filter records. 
• Show or hide primary object fields that are not relevant to your report. In the list view of the primary object or in the list view of the primary and related object, you can right-click a column header to hide columns and drag and drop columns to reposition them. 

Tip
When you download the report, you can further refine the information in the report. For example, hide and reorganize secondary or related object fields.