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Joined Report Limits, Limitations, and Allocations
Most of the things you can do with reports you can also do with joined reports, such as find, add, and remove fields; summarize fields; and run and save reports. However, there are some things you can’t do. When working with Lightning Experience joined reports, there are some Lightning Experience-specific limits and limitations to consider.
Required Editions
| Available in: both Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
Here are some things you can’t do with joined reports.
- Add bucketed fields.
- Add cross filters.
- Drag and drop filters from the Fields pane on to the Filter pane.
- Apply conditional highlighting.
- Change the hierarchy for account, activity, lead, and opportunity reports.
- Create reporting snapshots based on joined reports.
- Schedule or subscribe to joined reports in Salesforce Classic.
- Use table settings from report when adding a Lightning table to a dashboard.
Note
- For users to be able to create and edit joined reports, report builder must be enabled for your entire organization. When report builder isn’t enabled, users can run joined reports, but can’t create them.
- Joined reports require that the new user interface theme is enabled. Users without the new theme are unable to create, edit, or run joined reports.
- Internet Explorer 6 is not supported for joined reports.
- You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports.
- When using the console in run mode, the Hide Details and Show Details buttons aren't available for joined reports. To use the buttons, click Customize to enter edit mode.
- Joined reports aren't supported in console apps.
Standard Report Types That Can’t Be Used in Joined Reports
| Report Type | |
|---|---|
| Accounts and Contacts |
|
| Activities |
|
| Administrative |
|
| Campaign |
|
| Contract |
|
| Customer Support |
|
| File and Content |
|
| Lead |
|
| Opportunity |
|
| Price Books, Products and Assets |
|
Note
- You might not have access to all the report types listed here. Certain factors can affect the report types you see, such as which features your organization has enabled and how your administrator has set up report folder visibility. Check with your administrator if you think you should see a report type that you don’t.
- If your organization has renamed standard objects, the names of the standard report types will contain your organization’s names instead of the original ones. For example, if your organization has renamed the “Opportunity” object as “Deal,” the standard report type “Opportunity Field History” will be renamed “Deal Field History.”
- In this list, report types marked with an asterisk (*) aren’t available when you create a new report. Instead, you access them by customizing standard reports, which are in folders on the Reports tab.
Lightning Experience Joined Report Feature Gaps, Differences, and Limitations
As you get ready to work with joined reports in Lightning Experience, take note of these limitations. These features aren’t available yet, but we’re working hard to implement them in a future release.
- Subscriptions
- Export as details only (Formatted report export is supported)
- Open in Quip
- Conditional formatting
- Trend report data in CRM Analytics
- Einstein Discovery in Reports
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