Use Joined Reports as Source Reports for Dashboard Components

With a joined report as its source report, a dashboard component can contain data from multiple standard or custom report types. Or, you can provide multiple views of the same object.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Who:
  • 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.

A joined report as a source report
Note

Note

When you use a joined report as a source report, Use chart settings from the report is turned on by default and you can't turn it off. To customize the dashboard chart, customize the joined report chart. You can only set these component properties.

  • Custom Link
  • Max Groups Displayed
  • Title
  • Subtitle
  • Footer
  • Component Theme