How to Create Joined Report in Salesforce

Quick summary

A Salesforce Joined Report lets you combine multiple report blocks side by side so you can analyze data from different objects in a single view. This step-by-step walkthrough shows you exactly how to create and save a Joined Report using the Salesforce Report Builder.

Steps

1. Click the App Launcher icon at the top left corner of your dashboard.
2. In the App Launcher search box, search for and select Reports.
3. Click New Report at the top right of the Reports page.
4. Choose a report type from the available options.
5. Once chosen, click Start Report on the right side of the dialog box.
6. Navigate to the top left corner of the Report Builder and click the Report dropdown menu.
7. Choose Joined Report, then click Apply.
8. On the Joined Report page, click Add Block at the top.
9. Choose your secondary report type.
10. Once chosen, click Add Block in the right-side menu.
11. Click Save once done.
12. Your joined report has been successfully created.