How to Create Salesforce Joined Reports

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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.

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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

10 thoughts on “How to Create Salesforce Joined Reports

  1. If I have two time series data (my average sales for my accounts per month vs average sale for all accounts per month, can I chart them simultaneously on the same chart?

  2. This was the perfect intro article for someone trying to use a joint report to solve a problem. Thanks!

  3. This is a great article .. thank you for making it so clear and using screenshots. One issue I found was that my org didn’t have the dropdown arrow next to Reports. I found that my profile (Sys Admin) didn’t have this box selected: Report Builder (Lightning Experience). Once that box was checked, the dropdown arrow appeared next to Reports .. just like your screenshot shows 😀

  4. Hi All,

    This is really good info. I am stuck at one point. Trying to build a report that shows open and closed cases by month. While I am able to build the two blocks 1. Filter based on Opened Date -Range. 2. Filter based on Closed Date – Range. Which field do I use to group by so that I can plot for. e.g. In Jan – We had x cases opened and y cases closed.? Any help here will be appreciated.

    If I group by opened date only then it will only show the closed count of cases that were opened in that month. What I want to see is total cases opened in Jan vs total cases closed in Jan irrespective of when they were opened.

  5. Can you join two or more already created reports or do you have to recreate from the report type to make the blocks work?

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