Adding a report type lets you expand the set of data available for analysis in a joined report.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To create, edit, and delete reports:||“Create and Customize Reports”|
- Select Joined from the report format menu.
- Click Add Report Type.
The Choose an Additional Report Type overlay appears and displays the report types that you can add to the existing report.
- Select the report type.
The overlay displays a message that identifies the objects that are common to the selected report type and the types already included in the report.
- Click OK.
The additional report type is added. Notice that:
- A new block appears in the report.
- 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.