Creating Joined Reports in Lightning

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Back in the Spring ‘19 Salesforce Release, Joined Reports became part of the new Lightning Report Builder. Reports and Dashboards got a makeover in Lightning and more specifically, the entire setup for creating a report got updated and branded with the name Lightning Report Builder.

A Joined report is where you can combine two different reports of different report types to get a more holistic view of the data you are looking for.

When would you use a Joined Report? A good example could be the following business use case:

The Customer Service department is working on Cases and they are interested in knowing which Accounts have both Open Opportunities and Open Cases. By doing this, they believe that they will be able to better prioritize their time on issues that will help close a deal.

Given that use case in mind, let’s go through the process step-by-step.

1. Go the Reports tab and click New Report

2. Select the Accounts Report type

3. Change the Report to being a Joined Report

4. Adjust the filters for the Account report (I am using All Accounts for All time for this demo)

5. Click Add Block

6. Select the Cases Report type and click Add Block

7. Add a Filter on the Case block to set Status = New (or whatever Status is pertinent to you)

8. Lastly, we are going to add one more block, select the Opportunities Report type for this one

9. Update the Filters for the Opportunity block to show open for the correct time period

10. Once you have completed the above steps you can add a Group By a field that would apply to all of your blocks, for example, the Account Name

You can now run the report and see where the Accounts, Cases, and Opportunities overlap. This is a really basic use-case of the Joined reports, as you could much more into detail with creating new Report Types with more connectors that could be applied across your different blocks.

You could also add a chart to this report, such as the number of cases by account. Keep in mind that when generating a chart on a Joined report with more than two blocks, you will only have the ability to select the overarching factor, in this case, the Account Name, and then one other factor, like the count of Cases.

To generate a chart, click the Add Chart button at the top of the page and then select your chart type and axis appropriately.

And there you have a completed Joined Report.

A couple of items I would like to call out when dealing with Joined reports:

  1. Be cautious about the number of blocks and fields that you are using as it can slow down the report
  2. Joined reports don’t export well. They are designed to be visually helpful inside of Salesforce
  3. If you feel comfortable with Excel and the person/group who needs the report is also good with Excel, that can sometimes be a better tool, as you have the ability to do VLOOKUPs and PivotTables to get more collected and drilled down data than you can in a Joined Report

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