Activity Forums Salesforce Questions and Answers How many blocks we can create for join reports?

  • How many blocks we can create for join reports?

  • Anjali

    Member
    September 4, 2018 at 11:19 am

    How many blocks we can create for join reports?

  • Neha

    Member
    September 4, 2018 at 11:21 am

    Hi Anjali,

    A joined report consists of up to five report blocks, which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns.

    Hope this may help you..!!

  • madhulika shah

    Member
    September 5, 2018 at 10:23 am

    Hi Anjali,

    You can only have five blocks in total for creating join reports.

    Thank You.

  • Parul

    Member
    September 5, 2018 at 11:17 am

    Hi Anjali,

    A joined report consists of up to five report blocks, which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns. You apply groupings across all blocks in the report, and can add up to three groupings to the blocks, the same as for the summary format. You can also add a chart to a joined report.

    Each joined report has a principal report type. By default, the principal type is the first one added to the report, and is identified in the Fields pane with a small dot beside its name. For example, if you create the joined report by selecting the Opportunities report type, and then add the Cases type, the Opportunities type is the principal report type.

    Thanks.

  • shariq

    Member
    September 15, 2018 at 10:16 am

    Hi,

    You can only have 5 in total, to add more -

    A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects. For example, if you have a joined report that contains the Opportunities report type, you can add the Cases report type as well because both have a relationship with the Accounts object.

    A joined report consists of up to five report blocks, which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns. You apply groupings across all blocks in the report, and can add up to three groupings to the blocks, the same as for the summary format. You can also add a chart to a joined report.

    Each joined report has a principal report type. By default, the principal type is the first one added to the report, and is identified in the Fields pane with a small dot beside its name. For example, if you create the joined report by selecting the Opportunities report type, and then add the Cases type, the Opportunities type is the principal report type.

    The principal report type controls how common fields are named. Some common fields have different names or appear in different sections in different report types. In those fields, click   to see the name of the field in other report types.

    When a joined report contains multiple report types, some fields are identified as common fields. A field is a common field if it’s shared by all report types or if all report types share a lookup relationship to the field. These fields appear in the Common Fields area in the Fields pane, and can be used to group report blocks

    Hope this helps.

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