In simple terms, data sources are the modules that you select while creating a report. These can include modules such as Leads, Activities, Opportunities, Users, etc.
To create a report and get the desired results, you choose one or more data sources based on the module(s) you want data from. You can then apply conditions and filters in the report, and the data source will provide the relevant data from the selected module(s) accordingly.
This functionality is useful for generating consolidated reports across related data sources such as Leads, Opportunities, Tasks, Activities, and more.
There are four types of joins available:
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Left Outer Join: Returns all records from the left entity and the matching records from the right entity.
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Inner Join: Returns only the records that have matching values in both entities.
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Right Outer Join: Returns all records from the right entity and the matching records from the left entity.
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Full Outer Join: Returns all records where there is a match in either entity.
Here, mapping plays a very important role while configuring data sources and joining different modules. The mapping must be correctly defined between both tables, similar to how primary keys and foreign keys work. These identifiers help link related records across modules and ensure that the report returns accurate and matching data.
For example, the Prospect ID from one data source can be mapped with the related Prospect ID in another data source. This ensures that the report fetches identical and relevant records across both tables as the final outcome.
