Joined Reports Arrive in Lightning Experience (Generally Available)
Where: This feature is generally available in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
Why: Joined reports are perfect for analyzing Salesforce data across multiple report types, like Opportunities with Products joined to Cases with Assets. Or, get multiple, simultaneous views of an object, like Closed Won Opportunities alongside Closed Lost Opportunities.
For example, create the ultimate sales report by building a joined report. Add three blocks to the joined report that give you a complete view of your accounts, opportunities, and cases.
Or, build a joined report to get a birds-eye-view of your customer service operation. Add three blocks and assign each of them the Cases report type. Filter one block by open status, one by in progress, and the third by closed status.
How: You can turn any report into a joined report by clicking.
To add a block, click Add Block, and choose a report type.
Group, filter, summarize, and chart report data just like in other reports. Before you know it, your joined report provides useful business insights. This one compares closed won opportunities with closed lost opportunities.
Now that Lightning joined reports are generally available, these actions are supported.
- Create joined reports
- Convert existing unjoined reports into joined reports
- Rename blocks
- Reorder blocks
- Change principal report type (the report type of the first block in a Lightning joined report is always the principal report type)
- Adding and editing summary formulas and cross-block summary formulas
- Chatter feeds
Lightning joined reports don't support these features.
- Open in Quip
- Conditional formatting
- Currency picklist selector
- Trend report data in Einstein Analytics
- Einstein Data Insights