Joined Report #inSalesforce

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This is to view different types of information in a single report.
Each block shows data from one standard or custom report type.
You can add up-to 5 blocks.

You can convert any existing report into a joined report, or create new one.

Steps:

  • Set up | App Launcher | Reports tab | New Report | Choose a report type and click Continue.
  • The report type you select now becomes the joined report's main report type.
  • In the upper left corner of the report builder, click Report | Joined Report | Apply.
  • To add another report type to the joined report, click Add Block | Choose a report type.
  • You can customize the block after adding it by adding or removing columns.
  • Customize the joined report with columns, groups, filters, and formulas as per need.
  • Save | Name the report | Click Select Folder to choose a report folder | Save | Run.

If you try to add block to join a different report, you may get error if you are trying to add a block (or report) which has no common fields with the main or primary block (or report). Message displayed is Choose a different report type. This one has no common fields with the other report types in this joined report.

So, make sure that there are common fields (at least one) between the report you are trying to join.

If it supports the report added, message displayed is Common fields will come from these objects: Opportunity. (example). You can check Include default columns or uncheck as per need.

Visual: https://www.youtube.com/watch?v=8dAWligQ6CU


Reference: https://help.salesforce.com/s/articleView?id=sf.reports_joined_create.htm&type=5


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