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Join Multiple Reports

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Summary
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Previous: Categorizing Report Data with Bucketing

A joined report consists of up to five report blocks, which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns. You apply groupings across all blocks in the report, and can add up to three groupings to the blocks, the same as for the summary format. You can also add a chart to a joined report.

When a joined report contains multiple report types, some fields are identified as common fields. A field is a common field if it's shared by all report types or if all report types share a lookup relationship to the field. These fields appear in the Common Fields area in the Fields pane, and can be used to group report blocks.

Each joined report has a principal report type. By default, the principal type is the first one added to the report, and is identified in the Fields pane with a small dot beside its name.

The principal report type controls how common fields are named. Some common fields have different names or appear in different sections in different report types. In those fields, click to see the name of the field in other report types.

Most of the things you can do with summary or matrix reports you can also do with joined reports. For example, you can find, add, and remove fields; summarize fields; and run and save reports. However, there are some things you can't do:

  • 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 opportunity or activity reports.
  • Create analytics snapshots based on joined reports.
  • When Chatter is disabled, joined reports can't be tagged.

From the joined reports run page, you can:

  • Click Run Report to run the report.
  • Show or hide details
  • Click Customize to open the report in report builder.
  • Save or delete the report.
  • Click Report Properties to change the report's name, description, or folder.
  • View the report generation status.

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