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            Create a Joined Report for Knowledge Feedback

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            Create a Joined Report for Knowledge Feedback

            A joined report contains data from reports that are of different types, including standard and custom report types. You can use a joined report to present different types of information in a single report. Create a single, comprehensive report for Knowledge Feedback by adding Knowledge Article Feedback and Survey Responses report types to a joined report.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Available in: Enhanced Folder Sharing
            User Permissions Needed
            To create and update custom report types: Manage Custom Report Types
            To create, edit, and delete joined reports:
            Enhanced Folder Sharing
            Create and Customize Reports

            AND

            Report Builder

            Create Custom Report Types

            Create custom report types for Knowledge Article Feedback and Survey Responses objects.

            1. From Setup, in the Quick Find box, enter Report Types, and then select Report Types.
            2. On the Custom Report Types welcome page, click Continue.
            3. Click New Custom Report Type to create a custom report type for the Knowledge Article Feedback object.
            4. Enter the report type details:
              1. In the Primary Object field, select the Knowledge Article Feedback object.
                After you save the report type, you can’t change the primary object.
              2. Enter a unique display label, an API name, and a description to inform users what data is available in the report.
              3. Select the category for the custom report type to help users find it.
              4. Select an availability status.
              • During design and testing, select In Development. The report type and its reports are hidden from all users except those with the Manage Custom Report Types permission. Only users with that permission can create and run reports when a report type is in development.
              • If you’re ready to let all users access the report type, select Deployed.
            5. Click Next.
            6. Save the report type.
            7. Follow steps 3 to 6 to create a custom report type for the Survey Responses object.
            8. To include fields from the Survey Responses object, specify the records that you want to include in the report results.
              1. Click Click to relate another object and select Survey Question Responses.
              2. Select the criteria for the relationship.
                • If you select Each "A" record must have at least one related "B" record, only parent records that have child records are included in the report. If you’re using Essentials Edition, you can only select this option.
                • If you select "A" records may or may not have related "B" records, parent records are shown whether or not they have child records. All subsequent relationships use the may-or-may-not association.
              3. Click Save.
            9. From the Custom Report Types page, open the report type that you created earlier for the Knowledge Article Feedback object.
            10. Click Edit Layout.
              The Custom Report Types page showing the Edit Layout button.
            11. Click Lookup Fields.
            12. From the Fields panel, click Feedback Responses, select Survey Response ID, and then click Apply.
              The Custom Report Type page showing the Survey Response ID field.
            13. On the Apply Fields page, in the Section field, select Knowledge Article Feedback, and then click Apply.
            14. Click Save.

            Create a Joined Report

            1. From the App Launcher, find and select Analytics.
            2. On the Analytics tab, select Create | | Report, or on the Reports tab, click New Report.
            3. On the Create Report page, go to the Other Reports category and select the report type you created for the Knowledge Article Feedback object.
              The report type you select becomes the joined report's principal report type. To learn more about principal report types in joined reports, see How Joined Reports Work.
            4. In the Details panel, click Start Report.
              The Create Report page showing the Start Report button.
            5. The report opens in the report builder. To create a joined report, in the upper left corner of the report builder, click Report | | Joined Report | | Apply.
              The Lightning Report Builder page showing the Joined Report option.
            6. To add the report type you created for the Survey Responses object to the joined report, click Add Block.
            7. Select the Survey Responses report type.
            8. Click Add Block.
            9. Customize the joined report with columns, groups, filters, and formulas.
            10. Save the report.
            11. On the Save Report As page, provide a name for the report.
            12. Optionally, describe the report and click Select Folder to choose a report folder.
            13. Click Save.
            14. To generate the report, click Run.
             
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