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Analyze Your Data
Add a Report Type to a Joined Report

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:
Enhanced Folder Sharing
Create and Customize Reports
Add a Report Type in Lightning Experience
  1. To add another report type to the joined report, click the add block icon Add block.
  2. Choose a report type.
  3. 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.
  4. Click Add Block.
Add a Report Type in Salesforce Classic
  1. To add another report type, click Add Report Type.
  2. Choose a report type.
  3. 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 the common fields icon 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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