What is a joined report in Salesforce?

A joined report in Salesforce 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.  A joined report can contain data from multiple standard or custom report types.

What is the drawback of joined reports in Salesforce?

Salesforce Joined report limitations

  • We cannot add bucketed fields to Salesforce Joined Reports.
  • We cannot add cross filters to a joined report.
  • Using drag-and-drop filters on joined reports from the Fields pane onto the Filter pane is not allowed.

A joined report in Salesforce is a report that allows you to show data that shares a relationship with one or more objects. Joined reports are often used when objects are not in parent-child relationships, such as Accounts and Opportunities.

Advantages of Using Joined Reports

  • A joined report lets you merge data from various objects or report types, enabling analysis and comparison across different aspects of your business.
  • Upon exporting a joined report, all data from the different report blocks are included in the export.
joined report in salesforce

What report types can be converted into joined reports?

  • Account and Contact Reports.
  • Activity Reports.
  • Administrative Reports.
  • Campaign Reports.
  • File and Content Reports.
  • Sales Engagement Reports.
  • Lead Reports.
  • Opportunity Reports. 
Related Posts
Top Ten Reasons Why Tectonic Loves the Cloud
Cloud Managed Services

The Cloud is Good for Everyone - Why Tectonic loves the cloud  You don’t need to worry about tracking licenses. Read more

50 Advantages of Salesforce Sales Cloud
Salesforce Sales Cloud

According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more

Web Pages That Helped With My Google Data Engineer Exam
Salesforce Certifications

Google Data Engineer Exam It seems like every day more resources appear to help you study for the Google Data Read more

What is Advanced Reporting in Salesforce?
Salesforce

Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects Read more