Archive for September 1st, 2020

A Beginners Guide to Joined Reports & Formulas

Tuesday, September 1st, 2020

Many Salesforce enthusiasts find creating Joined Reports puzzling, which is why this feature has been so underutilized.  Joined Report is one of four report formats within Salesforce, that allows you to present data in ‘single report’ after it gets combined from multiple report types.

Having different reports from different report types fused in a Joined Report is achievable due to the report’s outline which is composed of blocks of data acting as “sub-reports”.

Getting started with Joined Reports

With Joined Reports, you can add up to five blocks of data, compare them side by side, and observe from a different angle.


Five things to know about Joined Reports:

  1. Joined reports are available in Salesforce Classic and Lightning; in Enterprise, Performance, Unlimited, and Developer Editions.
  2. Adding different report types to a Joined Report is only possible when they have a connection/relationship to a mutual object.
  3. Joined Reports perform best when used to gain data clarity within Salesforce, as exporting them from the system reduces their quality.
  4. You can add regular and summary fields, create standard and cross-block custom summary formulas and apply filters that group across blocks.
  5. You can also add visual aids to Joined Reports such as different charts.


Three examples when to apply a Joined Report:

  1. To review Accounts with Open Cases and Opportunities
  2. To compare the number of Cases that are new, closed, or in-progress 
  3. Review Opportunities’ past performance and predict future Opportunity revenue based on that history 

For a more step-by-step guide check out Salesforce’s help resource on Joined reports.


Formulas with Joined Reports

Formulas in Joined Reports are just like summary formulas in standard reports. The only difference is that in Joined Reports, formulas can be applied to either multiple blocks or just one. 

Therefore, the two types of custom summary formulas available with Joined Reports are:

  1. Standard formula
  2. Cross-block formula

Let’s take a more in-depth look into each formula type.


Standard Custom Summary Formulas

 The Standard custom summary formula can be applied to one report type, or added to other blocks that are based on that report type. 

Similar to summary and matrix reports in Salesforce, summary formulas in Joined reports support the same data formats, formula options, functions, and calculation display locations.

Moreover, you can add up to 10 custom summary formulas to each block in a joined report, while the entire Joined Report can have a total of 50 custom summary formulas.


Cross-Block Custom Summary Formulas

 Cross-block custom summary formulas let you measure values across multiple blocks in a Joined Report. 

For example, you will use a cross-block formula to compare open to closed opportunities for an account. In essence, it tells you how one relates to the other.

Also, you can add a cross-block formula to any block in the report, while each Joined Report can have up to 10 cross-block custom summary formulas.


Final Thoughts

Have you tried out Joined Reports already? In which cases do you find them the most helpful?  Share your thoughts in the comments below.