How To Create A Joined Report In Salesforce
How To Create A Joined Report In Salesforce We all know how tedious it is to create a report in Salesforce. It can be time consuming and difficult to find the right combination of fields, filters, and summaries to get the data you need. But what if there was an easier way to create reports and get the data you wanted in a more efficient manner? Enter: creating joined reports in Salesforce.
What is a Joined Report in Salesforce?
A joined report in Salesforce is a type of report that combines multiple “blocks” of related data into a single report. This is done by combining multiple standard or custom report types into one report. It is useful when you need to access data from multiple related objects, or when you need to compare several sets of data side-by-side.
For example, you may want to create a report that combines data from different account objects such as opportunities, contacts, and account activities. You could create two separate reports and open them up in different tabs to compare the data, or you could just create a joined report—which is much smoother and more efficient.
How to Create a Joined Report in Salesforce?
Creating a joined report in Salesforce is fairly straightforward. The first step is to create and save multiple standard or custom report types in the same folder. All of these report types must be related in some way, meaning they have relationships that pull data and make sense together.
Then, go to «Reports & Dashboards» and open the folder where the saved report types are located. Once in the folder, select «Create» and then «New Joined Report». This will open up a screen where you can select the report types you want to include in the joined report. Select the appropriate report types, click «OK», and then click «Run Report» to generate the joined report.
Once the report is generated, you can use the built-in report builder to customize the report to your liking. You can add columns, filters, groups, and summaries, as well as format settings such as fonts, colors, currencies, and more.
Benefits of Joined Reports in Salesforce
Joined reports are incredibly beneficial in Salesforce. First and foremost, they save time and make it much easier to combine data from different objects and compare them side-by-side. This type of report also allows you to create custom filters to narrow down the data set and create more targeted reports.
In addition, you can use the report builder to customize the report layout and add visuals such as charts and graphs, making it easier to interpret complex data sets. And finally, with joined reports, you can easily monitor trends over time and get a better idea of how your data is changing over time.
Conclusion
Creating joined reports in Salesforce can be a great way to save time, increase efficiency, and get more targeted data sets to make better informed decisions. This type of report is easy to create and customize, and provides a great deal of flexibility and features that can help you get the most out of your data.
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