Joined Report #inSalesforce

Joined Report  #inSalesforce

It 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.

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. Common fields can be used to group report blocks.

Visual: https://www.youtube.com/watch?v=BBaWUi37nYc and https://www.youtube.com/watch?v=2HdjwzH83L8

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