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Joined report in salesforce lightning

joined report in salesforce

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

Salesforce lightning report screen

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

salesforce lightning rename report

6. Click the arrow beside REPORT label [1], Select Joined Report option [2] and click Apply button [3]

salesforce lightning joined report

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]

adding report filters in salesforce lightning

8. There you see the list of accounts fetched

list view report data in salesforce lightning

9. Remove the Last Activity and Account owner fields from the Outline section of the report

add columns to the report in the salesforce lightning

10. Click on Add Block button [1], Search with case [2], select cases option and click Add Block [3]

add new block in the joined report - salesforce lightning

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

add filters in the salesforce lightning joined reports

13. In the next step add an account number column to Accounts and Cases blocks and group by account number

add new column in the salesforce lightning reports

14. You can see all the accounts with cases, grouped by account number

salesforce joined reports example

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

joined reports in salesforce lightning

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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