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Add a Report Type to a Joined Report
Adding a report type lets you expand the set of data available for analysis in a joined 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 joined reports: |
|
- Add a Report Type in Lightning Experience
-
- To add another report type to the joined report, click
Add block. - Choose a report type.
- 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.
- Click Add Block.
- To add another report type to the joined report, click
- Add a Report Type in Salesforce Classic
-
- To add another report type, click Add Report Type.
- Choose a report type.
- Click OK.
The additional report type is added. Notice that:
- A new block appears in the report.
- In Lightning Experience, common fields are marked with
in the Fields
pane. In Salesforce Classic, The Fields pane updates with a new area that contains fields
unique to the report type. Fields common to all report types are in the Common Fields
area.
To learn more about working with blocks, see Work with Blocks.
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