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.
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 Start Report button.
3. Here, you can see the opportunity records displayed. To create the joined report, we need to add a different report to this report type.
4. To add a different report, click the dropdown arrow near the report option and select the Joined Report format. Then click the Apply button.
5. Now, you will see the joined report option instead of the report, and in the filter option, you will see opportunity block 1. The Add Block button is available to add another report. Click on it.
6. Now, you need to select which report type you want to add to the existing report. In our example, I selected the Case object and then clicked the Add Block button.
7. Now, you can see the case report, which was added to the existing opportunity report, in a single view. The added report is referred to as a “block.” We can rename the blocks by clicking on the pencil icon and add a maximum of 5 blocks in each joined report.
8. Now, we need to apply a filter to see the performance of the sales team according to closed won opportunities for the opportunity objects and closed cases for the case objects.
We have different filters for each block to apply filters in the joined report.
9. After applying the filters, you can see only those records are displayed that match the filter criteria. Only Closed Won opportunities are displayed in the opportunity report, and in the case report, only Closed cases are displayed.
10. To add a group to the joined report, we need at least one common field or column in all the blocks or reports. Here, the Account Name field is common in both blocks, so we grouped the report by account name.
To group the report, click on Outline. In the Group Across Block, enter the field name by which you want to group the report. That field should be common in all blocks. If it is there, then click on it.
11. Here, you can see the report is ready, grouped by account name field for both blocks, and all records of opportunity and case objects related to the account are divided or grouped by the account name field.
In this way, we can create joined reports in Salesforce, filter them by adding conditions according to blocks, and group the reports across blocks in the Salesforce report.
Conclusion
I hope you have an idea about joined reports in Salesforce. In that, we have seen an example with a step-by-step explanation of how to create a Joined report in Salesforce, how to apply a filter for each block in a joined report, and how to group joined reports in Salesforce.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
