Joined Reports Arrive in Lightning Experience (Beta)
- 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.
- From Setup, Enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
- Select Enable Lightning Joined Reports (Beta).
- 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.