How to Group by Row in a Joined Report

Step 1:

For full instructions on how to build a Joined Report, you can follow the existing help article here

Once you have added the two blocks, the report should look like this:

• You will notice is that the separate Blocks have no relationship with each other. They are simply two independent reports displayed in one joined view.
• This is why we use Group by Row,  to bring a common relationship and introduce order to the Joined Report Blocks.
• To do this, use the Group Across Blocks feature in the top of the Report Outline editing section, highlighted in Red below:

• Important Note: Only fields that are common to all of the Joined Report Blocks can be used as Groups Across Blocks.

Step 2:

In this case, we will choose the Account Name field

• When we do this, the Joined Report groups the records related to the same Account from both the Opportunities and Account Blocks together.
• You can see an example of the finals result below :

• Now, in Block 1, all Opportunity records that meet the filters set for Block 1 are grouped together. As well, the additional fields on the same Account are visible in Block 2.
• As this is a very simple example and we are Grouping by Account, Block 2 will always have only one record.
• However, when you use different Report Types, it is possible that both Blocks have multiple records that match the filter criteria.