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Reports

The app provides comprehensive reporting capabilities to help you track and analyze duplicate records. Reports are available in CSV format for easy analysis in spreadsheet applications.

Report Types​

The app provides two types of reports:

Current Duplicates​

Shows existing duplicates that have not yet been merged. Use this report to:

  • Review pending duplicate records
  • Analyze duplicate patterns
  • Plan manual merge operations

Merged Duplicates​

Shows duplicates that have already been merged. Use this report to:

  • Track merge history
  • Audit merge operations
  • Review merge results

Downloading a Report​

Reports can be downloaded directly from the duplicate results page. Here's how to generate and download a report:

  1. Navigate to the Duplicate Results Page – After running a matching rule, click the "Show Results" button to view detected duplicates

  2. Click the Download button – Located on the duplicate report page, this button opens the report configuration dialog

Download Button

  1. Select the Report Type – In the pop-up window, choose either:

    • Current Duplicates – Shows duplicates that haven't been merged yet
    • Merged Duplicates – Shows duplicates that have already been merged (requires date range selection)

  2. Choose Fields to Include – Use the multi-select picklist to select the fields you want to include in the report

    • Fields in the report will appear in the same order as selected in the picklist
    • Select only the fields you need to keep the report focused and manageable
    • You can select both Object and Cross-Object fields

  3. Click the Download button – The report will be generated and downloaded as a CSV file

  4. Wait for Report Generation – Report generation may take a while depending on the amount of data. Larger datasets will take longer to process

Current Duplicates

tip

Best Practice: For large datasets, select only the most important fields to reduce report generation time and file size.

Merged Duplicates Report​

The Merged Duplicates report provides detailed information about duplicates that have been merged. Here are some key features:

Merged Duplicates

Date Range Selection​

You can specify a date range to view merged duplicates within that period. This helps you:

  • Review merges from a specific time frame
  • Track merge activity over time
  • Generate periodic reports

Data Retention​

Post-Merge reports are stored for the last full 3 months, ensuring access to recent merge activity. Older reports may not be available.

Detailed Record Information​

The report shows:

  • Field values for duplicate records before the merge operation
  • Master record information before and after the merge
  • Changes made during the merge process

This helps you understand exactly what happened during each merge operation.

Notifications and Auto-Merge Reporting​

When a matching rule is scheduled and the auto-merge feature is enabled, users receive email notifications about the merge results.

Notification Email​

Users receive an email notification with the following details:

  • Number of duplicates found – Total number of duplicate groups detected
  • Number of duplicates merged – Total number of records that were successfully merged
  • Number of errors encountered (if any) – Any issues that occurred during the merge process
  • Name of the matching rule – Which matching rule triggered the action

The notification email includes a direct link to download the merged duplicates report. This makes it easy to review the auto-merge results without logging into the app. Simply click the link in the email to download the CSV report.

note

Email Settings: Make sure email notifications are enabled in your Scheduling configuration to receive these notifications.