Joined reports

In this section, we will take a close look at joined reports.

As we've already mentioned, the joined reports format allows us to merge different report types into a single report so that we get a single report that contains data from different sources.

We can merge up to five different report types (standard or custom), called blocks, where each block can return up to 2,000 records. The only limitation is that they must share common fields (for example, Account Name).

With joined reports, we can, for instance, show all the opportunities for a given account, along with different details (for example, new opportunities, closed opportunities, and lost ones).

In this configuration, the first report type that's added is the principal ...

Get Salesforce Advanced Administrator Certification Guide now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.