In Spotler CRM, you can remove duplicate rows from a report so that identical rows appear only once. A row counts as a duplicate only when all its columns have exactly the same values as another row. Duplicate rows occur when a record matches your criteria more than once, for example a contact who visited your website several times. You find the Remove duplicate rows option under Report Preview in the Preview step of a report.
To remove duplicate rows, go to the Preview step of your report and set Remove duplicate rows to Yes. The report then shows each identical row only once. Rows that differ in at least one column, such as a date, are not removed.
Why does a report show duplicate rows?
A report shows duplicate rows when one record is linked to several other records that match your criteria. For example, a report of all contacts who visited your website shows a contact once for every visit. A contact who visited your website three times appears three times in the report.
Which rows are removed?
Spotler CRM only removes a row when all its columns match another row exactly. If the rows differ in one column, they are not duplicates and all of them stay in the report.
For example, a report of contacts who visited your website, with the columns contact name and email address, shows the same row three times for a contact with three visits. Removing duplicate rows leaves one row for that contact. When the report also has a column with the date of the visit, each row has a different date. The rows are then not identical, and all three stay in the report.
To get one row per contact, leave out columns that differ per row, such as dates, in the Objects & Fields step.
How do you remove duplicate rows?
You remove duplicate rows in the Preview step of a report. This step shows the first 10 rows of the report and the total number of rows, so you can see the effect right away.
- Open the report and go to the Preview step.
- Under Report Preview, set Remove duplicate rows to Yes.
- Check the total number of rows. If it does not change, check whether the report contains columns that differ per row.
- Save the report.