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Add a Block

Add a Block

Adding blocks to joined reports lets you create multiple views of the data included in a single report.

Required Editions

Available in: both Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

Add a block to a joined report in Lightning Experience
  1. Create or edit a joined report.
  2. Click the add block icon Add Block.
  3. Choose a report type.
  4. If you'd like to include standard columns for this report type, leave Include default columns checked. If you'd like to add an empty block, uncheck Include default columns. In either case, you can customize the block after adding it by adding or removing columns.
  5. Click Add Block.
  6. Click Save.
Add a block to a joined report in Salesforce Classic
  1. Click and hold a field from the Fields pane, then drag it to the empty area of the Preview pane.
  2. When you’ve added the block, notice that standard and field filters for the additional block are added to the Filters pane (1). Also, the new block appears in the Preview pane (2).

    Dropping the field to create the block in Salesforce Classic
  3. Click Save.

To delete a block, click the more actions icon in the block header, then click Remove Block.

 
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