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. 
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