Learn
what is joined report and how to create a sample report in the salesforce
lightning from this article. If you have more questions on this topic, feel free
to ask in the comments section below, I will bring
up a new post if required.
What is
joined report?
Salesforce
joined reports lets you view multiple sObjects information in a single
report. It can contain data from multiple standard or custom report types.
How is
it different from other report types?
Joined
reports stand aside when you compare with other report types
available. Tabular, summary and matrix reports are mapped to the single
standard or custom report types whereas joined reports can contain data from
multiple report types. In a single view, we can add different blocks of reports to analyze the data from different objects.
Use
case?
Create a
joined report showing accounts with cases
Steps to
create a joined report
1. Login to salesforce
2. Navigate to the Reports tab from
the Tab menu
3. Click the New Report button
4. In the choose report type popup
select Accounts and click Continue
5. Click the Pencil icon and enter
the title for a report as ‘Accounts with open cases’
6. Click the arrow beside REPORT
label [1], Select Joined Report option [2] and click Apply button [3]
7. As shown in the below
image, we don't have any accounts because of the filter. Make changes to the filter.
Click the filter
option [1], change the range to All time [2] and click Apply button [3]
8. There you see the list of
accounts fetched
9. Remove the Last Activity and
Account owner fields from the Outline section of the report
10. Click on Add Block button [1],
Search with case [2], select cases option and click Add Block [3]
11. Now, you can see Accounts in block
1 and cases in block 2
12. Add Account Number filters to Accounts and Cases blocks as
shown below
13. In the next step add an account
number column to Accounts and Cases blocks and group by account number
14. You can see all the accounts with
cases, grouped by account number
15. Click on Save and Run, Enter
Report unique name and click Save. The report is loaded with the data based on the
criteria defined in the filter section
In this post, you learned detailed instructions to create joined reports in the salesforce. In case if you see any issues while following the steps please put it in the comments section.
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