How do I combine data from several processes or boards into one report?

Short answer: A process or board report covers only its own flow. To combine flows, write an Analytics dataview with UNION or JOIN, then build the report on the dataview.

Why it happens

• Each process or board report reads from one flow. You can't move or copy a report into another flow.
• Dataviews let you combine several data sources with a Snowflake SQL query.

How to fix it

1. Open Analytics and click Create dataview. Inside an app, go to Data > Analytics > Dataviews > Create dataview.
2. Write the query:

   • To stack flows with the same columns, use UNION. Replace the table names with your board or process IDs:

     SELECT "_id" AS "ID", "Name" AS "Task name", "_status_name" AS "Task status", "_flow_name" AS "Board name"
     FROM "Task_management"
     UNION
     SELECT "_id", "Name", "_status_name", "_flow_name" FROM "Access_Requests"

   • To link flows that share a value, use JOIN on that unique field.

   • To limit a system table to one process, add WHERE "_model_id" = 'Process_ID'.

3. Click Run, then Publish. Inside an app, click Save to publish.
4. Click Create report and choose a table, chart or pivot.

If a board doesn't show in the dataview editor list, check that you used the correct data source ID in the query. Table names are case-sensitive.

See understanding dataviews and SQL use cases.