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Salesforce Report Joined Format Cheatsheet

Salesforce Report Joined Format Cheatsheet

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USING JOINED REPORTS

Summary
Use the joined report format
to create multiple views of
the data contained in a
single report You can add
multiple report types to a
joined report create
standard and crossblock
custom summary formulas
add a chart and more

What Are Joined Reports
User Permissions Needed
To create edit and delete reports

Create and Customize Reports

AND

Report Builder

To run reports

Run Reports

Joined reports let you view different types of information in a single report so you create one report when
previously you created several For example with joined reports you can create a report comparing the
number of support cases that are new closed or inprogress by priority Similarly you can use joined
reports to create a report containing each of your organizations deals and the sales team members and
products associated with each deal

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 crossblock
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

A joined report can contain data from multiple standard or custom report types You can add report types

to a joined report if they have relationships with the same object or objects For example if you have a
joined report that contains the Opportunities report type you can add the Cases report type as well
because both have a relationship with the Accounts object

Considerations
For users to be able to create and edit joined reports report builder must be enabled for your entire
organization For information on enabling report builder see Upgrade the Report Wizard When report
builder isnt enabled users can only run joined reports
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 is not supported for joined reports
You cant filter data on a joined report in dashboard view or add a filter to a dashboard that only has
joined reports

Last updated February

Using Joined Reports

What Can I Do with Joined Reports

What Can I Do with Joined Reports

Most of the things you can do in summary or matrix reports you can also do with joined reports For
example you can find add and remove fields summarize fields add custom summary fields and run and
save reports See Build a Report in Salesforce Classic
Additionally when working with a joined report you can
Add up to report types to the report
Add additional blocks to the report You can add up to blocks to a report
Add crossblock and standard custom summary formulas to each block
Add a chart
Filter individual blocks using standard and Boolean filters
Sort columns for each block hide or show details across blocks and hide or show record counts in
individual blocks
Run the report
Here are some things you cant 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 opportunity or activity reports
Create reporting snapshots based on joined reports
Schedule or subscribe to joined reports in Salesforce Classic

Adding Blocks to Joined Reports
Adding blocks to joined reports lets you create multiple views of the data included in a single report
Select a field from the Fields pane and drag it to the empty area of the Preview pane

Drop the field to create the block

Using Joined Reports

Adding Report Types to a Joined Report

When youve added the block notice that standard and field filters for the additional block are added
to the Filters pane Also the new block appears in the Preview pane Optionally you can rename
the block by clicking the block name and entering a new name

A block is also added to a joined report when you add a new report type to a report See Adding Blocks

to Joined Reports on page

Adding Report Types to a Joined Report
Adding an additional report type lets you expand the set of data available for analysis in a joined report
Select Joined from the report format menu
Click Add Report Type
The Add an Additional Report Type overlay appears and displays the report types that you can add
to the existing report
Select the report type
The overlay displays identifies the objects that are common to the selected report type and the types
already included in the report

Click OK

The additional report type is added Notice that

A new block appears in the report

The Fields pane updates with a new area that contains fields unique to the report type Fields common
to all report types are in the Common Fields area

Adding Custom Summary Formulas to Joined Reports
Two types of custom summary formulas are available with joined reports standard and crossblock
Standard custom summary formulas apply to one report type and can be added to blocks that are based
on that report type only For example a summary formula created for the Cases report type can only be
applied to Cases blocks Custom summary formulas in joined reports support the same data formats
formula options functions and calculation display locations as they do with summary and matrix reports

Using Joined Reports

Adding Custom Summary Formulas to Joined Reports

Crossblock custom summary formulas let you calculate values across multiple blocks in a joined report
For example you can use a crossblock formula to calculate the ratio of open to closed opportunities for
an account or the ratio of closed pipeline deals to sales targets
To add a custom summary formula
Use one of these options to access the Add Summary Formula overlay from the Fields pane
Option

Description

To create a standard custom summary formula

Go to the report type category and doubleclick
Add Formula

To create a crossblock custom summary formula Go to the Common category and doubleclick
Add Cross Block Formula

Enter a name for the formula as you want it to appear in the report and optionally a description
The name must be unique
From the Format dropdown list select the appropriate data type for your formula based on the
output of your calculation
From the Decimal Places dropdown select the number of decimal places to display for currency
number or percent data types This setting is ignored for currency fields in multicurrency organizations
Instead the Decimal Places for your currency setting apply
Set the Where will this formula be displayed option
The calculated value displays in the report block at either the Grand Total or the global grouping level
depending on which you select To display the formula calculation at every level including the Grand
Total select All summary levels Optionally you can select to show the calculation at a global
grouping level You can have three global groupings in a joined report The groupings apply across
all blocks
Build your formula
a Select one of the fields listed in the Summary Fields dropdown list This fields value is used in
your formula
When creating a crossblock formula the fields are grouped by block You can also use Quick Find
to search for a field
When creating a singlereport type formula the list displays numeric fields available for the report
type
b Select a summary type for use in your formula This option is not available for Record Count
Summary Type

Description

Sum

The summary value of data in a field or
grouping of fields

Largest Value

The largest value of data in a field or grouping
of fields

Using Joined Reports

Adding Charts to Joined Reports

Summary Type

Description

Smallest Value

The smallest value of data in a field or grouping
of fields

Average

The average of data in a field or grouping of
fields

c To add operators like or to your formula click Operators
d Select the function category All Logical Math or Summary choose the function you want to
use in your formula and click Insert
e Repeat these steps as necessary
To see if your formula contains errors click Check Syntax If there are errors the cursor highlights
them

Click OK

Click Save

Adding Charts to Joined Reports
All chart types available for summary and matrix reports are available for joined reports as well Your chart
can display data based on standard as well as crossblock custom summary formulas summary fields
record counts and fields youve used to group blocks
In the Chart Editor summary field names contain both the field name and the block name For example
in the figure Closed Lost Sum of Amount is the summarized Amount field from the

Closed Lost block A crossblock or standard custom summary formula contains the block name when

the formula is included in multiple blocks

In Salesforce Classic add or edit a chart from the Report Builder

Using Joined Reports

Running Joined Reports

Click Add Chart in report builder For existing charts click Edit Chart
Select a chart type
Enter the appropriate settings on the Chart Data tab for the chart type you selected
Enter the appropriate settings on the Formatting tab

Click OK

Running Joined Reports
Joined reports run on a different page than other reports From the joined reports run page you can
Click Run Report to run the report
Click Show Details to view all data or Hide Details to show only summary information
Click Customize to edit the report in report builder
Click Save to save the report or click Delete to delete it
Click Report Properties to change the reports name description or folder
View the report generation status

Creating a Sales Rep Scorecard

A sales rep scorecard lets your sales management team understand the performance and actions of your

organizations sales reps To create it you need to have three separate custom report types each of which
creates a relationship between User as the primary object and one of the following three objects
Opportunity Owner Opportunity Creator and Activity Owner Note that in this example weve named
the custom report types User and Opportunity Owner Custom Report User and
Opportunity Creator Custom Report and User and Activity Owner Custom
Report
Start by creating a new custom report based on the User and Opportunity Owner custom report type
and then add the User and Opportunity Creator and User and Activity owner custom report types as two
additional blocks Then group by Sales Rep opportunity owner and set the filters as described in the
procedure
To create the report
Create a new report selecting User and Opportunity Owner Custom Report as the
report type
Select Joined from the Format dropdown
Click Add Report Type
Select User and Opportunity Creator Custom Report
Click Add Report Type again and choose User and Activity Owner Custom Report
Group the blocks by Full Name
Add additional fields and filters to the report as needed For example you might want to change the
date filters to focus on rep performance during a particular time frame Or to make sure that only
sales people are included as opportunity owners create a filter on the Role Name filter limit your
results to users with Sales in their roles

Using Joined Reports

Reviewing Support Cases by Status and Priority

Optionally provide names for the blocks
Click Save or Run Report

Reviewing Support Cases by Status and Priority
You can also create a report comparing the number of new closed or inprogress support cases by priority
The report contains a single standard report type Cases First create the report add three blocks to the
report filter each block by the appropriate status and then use the Priority field for grouping
To create the report
Create a new report selecting Cases as the report type
Select Joined from the Format dropdown
Remove unwanted fields by dragging them to the Fields pane
Create three blocks each containing the Case Number and Status and optionally Case
Owner fields
For each block filter on all cases Then filter each of the blocks by Status as follows
Block Status equals Closed
Block Status equals New
Block Status not equal to Closed New Closed in Portal Closed
First Call

Group the blocks by Priority
Optionally rename the blocks
Click Save or Run Report

Using Joined Reports

Predicting Opportunity Revenue

Predicting Opportunity Revenue
Using crossblock custom summary formulas you can create a report that predicts future opportunity
revenue based on your sales reps past performance Create a report based on the Opportunities standard
report type add three blocks to the report filter each block by the appropriate status and then create a
formula that uses fields from different blocks
To create the report
Create a new joined report selecting Opportunities as the report type
Remove unwanted fields by dragging them to the Fields pane
Create three blocks each containing the Opportunity Name Account Name and Amount
fields
For each block show All Opportunities Then filter each block
Block

Filters

Block

Opportunity Status equals Closed
Date Field equals Close Date

Range equals Current and Previous FY

Stage equals Closed Lost

Block

Opportunity Status equals Closed Won
Date Field equals Close Date

Using Joined Reports

Predicting Opportunity Revenue

Block

Filters

Range equals Current and Previous FY

Block

Date Field equals Close Date
Range equals Next Month
Opportunity Status equals Open

Group the blocks by Opportunity Owner
Rename the blocks For example Closed Won Close Lost and Closing Next Month
Create a crossblock custom summary formula that predicts upcoming revenue based on past sales
rep performance
Closing Next MonthAMOUNTSUMClosed WonRowCountClosed LostRowCountClosed WonRowCount

Add the formula to one or more of the blocks
Optionally add a crossblock custom summary formula that calculates the win ratio of each sales rep
Closed WonRowCountClosed LostRowCountClosed WonRowCount

Click Save or Run Report

You can include a chart with a joined report to provide a visual representation of the data For example
you can add a chart to the Opportunity Pipeline Predictor report that shows actual versus predicted
revenue
To add the chart
Create the Predicting Opportunity Pipeline Salesforce Classic report
Click Add Chart
For the Yaxis select Closed Won Sum of Amount
Select Plot additional values
Select Line for the Display option and Predicted Revenue as the Value

Using Joined Reports

Predicting Opportunity Revenue

Click the Formatting tab and enter Actual versus Predicted Revenue as the chart title

Click OK

Click Save or Run Report

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