While working as a Salesforce admin recently, the sales manager asked me to create a report to analyze the performance of the successfully converted opportunities and the cases that were resolved successfully in a single report. To achieve this requirement, I created a joined report in Salesforce.

Here, I will explain the detailed concept of joined reports in Salesforce. Then, I will explain how to create a joined report in Salesforce with an example and step-by-step explanation.

This Tutorial Covers:

Joined Reports in Salesforce

For any objects that have a relationship with the report type, you can create the joined report for this, and this joined report includes data from different standard and custom report types. Each report within a joined report is referred to as a “block.” Each block has its own filters, columns, and report types, making it easy to compare and analyze data from different perspectives within the same report.

In Salesforce, a joined report uses the concept of “block” to connect the different report types. Here, each block represents a specific report type.

If you talk about what is the maximum number of blocks allowed in a joined report? The answer is 5 blocks only, you can add in joined reports. Additionally, a block can hold up to 2000 records, which means a joined report can hold a maximum of 10,000 records.

Create a Joined Report in Salesforce

In the following steps, I will explain how to combine multiple reports in a single view using the joined report in Salesforce. Here, I joined opportunity and case objects to analyze teams’ performance.

1. Go to the Home Page, then click the App Launcher. In the search box, search for the Report and click on it. To create a new report, click on the New Report button.

2. To create the report, we need to select the Object. In the Category option, click All and search for the Opportunities object. Then click the St