Joined Reports Arrive in Lightning Experience (Beta)

Joined reports are perfect for analyzing Salesforce data across multiple report types (like Opportunities with Products joined to Cases with Assets) or getting multiple, simultaneous views of an object (like Closed Won Opportunities alongside Closed Lost Opportunities).
Where: This feature is beta in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
Note

Note

As a beta feature, Lightning Experience joined reports is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature.

Who:
  • To view joined reports in Lightning Experience, you need the Run Reports user permission.
  • To create or edit joined reports using the Salesforce Classic report builder embedded in Lightning Experience, you need one of these permissions: Create and Customize Reports, Report Builder, or Report Builder (Lightning Experience).

Why: Joined reports are made up of up to 5 blocks. Each block shows data from one standard or custom report type, so a joined report includes data from up to 5 different report types. Report types can only be joined if they share common fields with each other. For example, Opportunities and Accounts can be joined because they share common fields like Account Name and Account ID. Each block returns up to 2,000 records, which means that a joined report with 5 blocks can return up to 10,000 records. When you group data, you group data across blocks, which means you can only group data by common fields. Common fields are fields that each object has. When you filter joined reports, each filter is independently applied to each block. As you can imagine, these attributes make joined reports quite useful!

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 operation: Accounts, Opportunities, and Cases.

Or, build a joined report to get the birds-eye-view of your customer service operation. Add three blocks and assign each of them the Cases report type. Filter block 1 by Status equals Open, block 2 by Status equals In Progress, and block 3 by Status equals Closed.

How: To start working with joined reports in Lightning Experience, opt your Salesforce org into the beta.

  1. From Setup, Enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
  2. Select Enable Lightning Joined Reports (Beta).
  3. Click Save.

Voilà! Joined reports and Lightning Experience together at last.

In Lightning Experience, when viewing a joined report, the filters panel displays filters by block.

Here’s a simple joined report that shows Accounts and Opportunities grouped by Account Name.

Joined report in Lightning Experience
Note

Note

As you get ready to work with joined reports in Lightning Experience, take note of these beta limitations. These features aren’t available in the beta version of Lightning joined reports, but we’re working hard to implement them in a future release.

  • Create and edit joined reports in the Lightning report builder. Instead, create and edit joined reports in the Salesforce Classic report builder embedded in Lightning Experience.
  • Charts
  • Edit filters while viewing (although, you can see them in the Filters panel)
  • Subscriptions
  • Export
  • Open in Quip
  • Add to Dashboard
  • Chatter feeds
  • Save (although Save As is available)
  • Sort ascending and descending by column while viewing (though you can see how columns are sorted)
  • Trend
  • Einstein Data Insights