Union-All reports allow you to combine reporting objects into a single object and display the results as stacked rows in the same columns. You can also join union-all report views with other views using a Multi-Pass report.
You can “union” up to 10 report objects and add up to 250 fields. Unioned objects behave as a single object in reports.
Creating Union-All Reports
To create a union-all report type:
- Navigate to Admin > Configuration > Report Types.
- Click Create.
- Enter a Label.
- Enter a Name.
- In the Class drop-down, select Union-All.
- Click + Object and select an object from the drop-down. You can remove objects by clicking .
- Select the applicable field(s) in the drop-down menu. Click to add additional rows.
- Enter a Union Field Name.
- Optional: Click Reorder and drag and drop the objects to reposition them. You can also drag and drop fields.
- Click Save.
Next, you’ll need to create a report view:
- Navigate to Configuration > Report Views.
- Click Create, then select the union-all report type you created.
- Provide a Name.
- Click Continue.
- Optional: Add Filters to your Report View. Filter conditions are applied, but not shown, when you run the final multi-pass report.
- Optional: Define columns in your Report View with Edit Columns. Columns added to your Report View will appear as default columns. However, all columns will be available for selection.
- Click Save.
Validating Union-All Reports
Vault supports one-to-one mapping on union-all reports and will not validate the report if you do not select an object or enter a Union Field Name.
Vault supports the following data type mapping:
Data Type | Data Type Supported |
---|---|
Text | Text |
ID | ID |
Number | Number |
Date | Date |
DateTime | DateTime |
Yes/No | Yes/No |
Picklist | Picklist* |
Object | Object* |
Parent Object | Parent Object, Object |
Lookup | Based on return type |
Formula | Based on return type |
Currency | Currency |
Long Text | Long Text |
Rich Text | Rich Text |
* The Picklist and Object data types only support the same picklists and objects as return data types.
Limitations
The following limitations apply to union-all reports:
- You cannot create a standard report using the union-all report type.
- You can add a maximum of 250 total fields on a union-all report type.