Database Views

Designer > Data & Presentation > Database Views

Reports are created by extracting data from the platform, based on a selected category. A basic report can include information from a single object, and look very much like a View. In addition to reports based on objects and predefined categories, Database Views can define complex data models (categories) across multiple, related objects. Database Views pull fields from multiple, linked objects into a joined category, without directly affecting any of the objects, and yet providing full reporting capability.

Considerations

• Database Views can be used to build Reports or Web Tabs
• Records with Multiple Owners are excluded from Reports/Web Tabs based on Database Views

Users that have the Manage Global Views/Reports permission can create a Database View

Create or Edit a Database View

To create or edit a Database View:

1. Click Designer > Data & Presentation > Database View
2. Choose one of the following options:
   • Click the [New Database View] button to create a new Database View
   • Click the name of the Database view to edit
3. Select the desired Objects (move objects to/from the Selected Objects column)
   • A maximum of three (3) objects can be selected
4. In the Filter by Record Ownership section, use the Checkbox icon to choose one or more objects
   • The Objects selected here define the fields available for filtering in Reports
5. In the Custom Aliases section, note that the alias fields are autopopulated
   • The default alias name format for Custom Objects is different from the format for Built-in or CRM objects, but can be modified

   File:CRC-selectobj.gif

   Autogenerated aliases for Custom Objects

   File:CRC-selectobj-sysgen.gif

   Autogenerated aliases for Built-in or CRM objects

   
   

6. Click the [Next] button to continue
7. Define the relationship (Joins) between the objects selected

   See Defining Relationships (Joins) for more information

   File:CRC-joins.gif

Define Relationships (Joins)

Define Relationships (Joins)

Create New Reports Using a Database View

Create New Reports Using a CRC

Considerations

• Edits to a Database View are only allowed after checking against existing reports
• Fields can be removed from the Database View for various reasons - an object can be removed and replaced with a new object or a new set of fields can be selected
• If any fields that are being removed are used in reports based on this Database View, the edits to the Database View will not be allowed; You will have to remove the fields from the affected reports before completing the edit on this Database View

Delete a Database View

Delete a CRC