• #39105

    What is Joined Report in Salesforce?

    What is Joined Report in Salesforce?


    Salesforce | shariq shariq #1


    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.



    oined reports let you compare 2 sets of data across a common field (e.g. owner, account, campaign, etc.) that you otherwise wouldn’t be able to view side-by-side. For example, say you want to understand which of your opportunities may be at risk because they have open support cases associated with them. With a joined report, you can view a block of data showing opportunities alongside a block of data showing cases on an account by account basis to give you this information.


    Salesforce | Parul Parul #2

    Some of the limitations of Joined Reports on dashboards include:

    The only items on the dashboard that can be modified are the ‘Display Units’ and ‘Drill down To’ (a very cool, often overlooked feature that allows a Dashboard Component to link to another Dashboard instead of a source report).

    Joined reports in dashboard view can’t be filtered based on data.
    Dashboards that only have Joined reports can’t have a filter added.
    Just because a field contains the same data across objects does not mean they are guaranteed to allow grouping across blocks. For example, if a lookup field to account name in a managed package has a different label than Account, grouping may not be possible.
    Joined reports require that the new user interface theme be enabled. Users without the new theme are unable to create, edit, or run joined reports. See Enable New User Interface Theme.

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