Use Joined Reports as Source Reports for Dashboard Components
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
- To use a joined report as a source report for a dashboard component, you need one of these permissions: Create and Customize Dashboards, Edit My Dashboards, or Manage Dashboards in Public Folders.
- To use a joined report as a source report for a dashboard component on a dynamic dashboard, you need the Manage Dynamic Dashboards user permission.
Why: See accounts with open cases by joining the cases report type to the accounts report type, filtering for open cases, and grouping by account. Or see cases by status by joining the cases report type together on three joined report blocks and filtering each block by status: open, in progress, and closed.
How: To use a joined report as a source report, it must have a chart. To add a chart to your joined report, edit it with the Lightning Experience report builder or edit it in Salesforce Classic. (You can't add charts to joined reports using the Salesforce Classic report builder embedded in Lightning Experience.) Then, click Add Chart.