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Create a Joined Report

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Create a Joined Report

With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.

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:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

You can turn any existing report into a joined report, or start fresh with a new one.

  1. On the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
  2. Choose a report type and click Continue.
    The report type you choose becomes the joined report's principal report type. The principal report type determines how common fields shared by different report types in a report are named. For more information about principal report types and common fields in joined reports, see How Joined Reports Work.
  3. The report opens in the report builder. To turn it into a joined report, in the upper left corner of the report builder, click Report | Joined Report | Apply.
  4. To add another report type to the joined report, click Add Block.
    1. Choose a report type.
    2. 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.
      If you add an empty block, it doesn’t appear in the preview until you add columns to it.
    3. Click Add Block.
    4. To learn more about working with blocks, see Work with Blocks.
  5. Customize the joined report with columns, groups, filters, and formulas.
  6. Click Save and name the report.
  7. Optionally, describe the report and click Select Folder to choose a report folder.
  8. Click Save.
  9. To run the report, click Run.

Create a Joined Report in Salesforce Classic

  1. On the Reports tab, click New Report....
  2. Choose a report type, and click Create.
    The report type you choose becomes the joined report's principal report type. The principal report type determines how common fields shared by different report types in a report are named. For more information about principal report types and common fields in joined reports, see How Joined Reports Work.
  3. The report opens in the report builder. To turn it into a joined report, click Tabular Format more action icon | Joined.
  4. To add another report type, click Add Report Type.
    1. Choose a report type.
    2. Click OK.
    3. The additional report type appears in a new block. To learn more about working with blocks, see Work with Blocks.
  5. Customize the joined report with columns, groups, filters, and formulas.
  6. Click Save and name the report.
  7. Optionally, describe the report and click Select Folder to choose a report folder.
  8. Click Save.
  9. To run the report, click Run.
 
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Salesforce Help | Article