Explain Joined reports?

A Joined Report combines up to 5 blocks of different report types side by side in a single report. Each block is its own mini-report with its own filters and groupings, sharing a common report-wide context. Useful when you want multi-perspective views — “Opportunities + Cases + Activities” for an Account, all on one page.

What it looks like

Block 1: Opportunities       Block 2: Cases               Block 3: Activities
Stage     Amount             Status     Count             Type    Count
Won       $500K              New        12                Call    34
Lost      $200K              Working    8                 Email   78
Open      $1.2M              Closed     45                Task    21

Three different report types, three different filters, sharing the same Account / Owner / Date context across blocks.

When to use a Joined Report

• Customer 360 view — Opps, Cases, Activities, Quotes per Account
• Pipeline + Activity — open Opps with the rep’s recent Tasks
• Won vs Lost side-by-side — same source split by stage
• Forecast + Bookings + Backlog — three blocks, one report

How to build one

1. New Report → pick a Report Type for the first block
2. In the Report Builder, change format to Joined
3. Add additional blocks via Add Block — each block can use a different report type
4. Per-block: add filters, columns, groupings independently
5. Cross-block: use a shared grouping (e.g. group everything by Account) so blocks line up

Block limit

• Maximum 5 blocks per joined report
• Up to 3 groupings per block

Shared vs block-level filters

What Joined reports don’t do

Joined reports are powerful but limited:

• No bucket fields in joined mode
• No cross-filters (the “shows records that have / don’t have child” filter)
• Conditional highlighting is per-block only
• Charts must be added per block (chart-per-block, not chart-of-the-whole-report)
• Cannot be converted back to Summary or Tabular without rebuilding

On dashboards

Joined reports can be added to dashboards, but only one block at a time. You pick which block to chart in the component. So if you have 3 blocks and want all 3 charted, you’d add 3 components each pointing to the same Joined report and pick block 1, block 2, block 3.

Performance notes

Joined reports run slower than single-format reports because each block is essentially a separate query. Keep block count low and use selective filters.

Common follow-ups

• Block limit? — 5 blocks per joined report.
• Can blocks use unrelated report types? — Yes — but they should usually share a common dimension (Account, Owner, Date) for the report to be useful.
• Cross-block totals? — Yes — cross-block summary formulas roll up across all blocks.

Verified against: Salesforce Help — Joined Reports. Last reviewed 2026-05-17 for Spring ‘26.