How Joined Reports Work
A joined report is capable of containing data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects.
For example, if you have a joined report that contains the Deal Pipeline report type, you can add the Spaces and Units report type as well because both have a relationship with the Properties object.
A joined report can consist of up to five report blocks, which you add to the report to create multiple views of your data.
For each block, you can add:
Regular and summary fields
Create standard and cross-block custom summary formulas
Apply filters and criteria
Sort columns
You apply groupings across all blocks in the report, and can add up to three groupings to the blocks, the same as for the summary format. You can also add a chart to a joined report.
Each joined report has a principal report type. By default, the principal type is the first one added to the report.
For example, if you create the joined report by selecting the Properties report type, and then add the Spaces type, the Properties type is the principal report type.
The principal report type controls how common fields are named. Typically, fields have different names or appear in different sections in different report types so this may ba different depending on the main report type.
When a joined report contains multiple report types, some fields are identified as common fields.
A field is a common field if it’s shared by all report types or if all report types share a lookup relationship to the field.
Common fields can be used to group report blocks.
In Lightning Experience, common fields are identified by the "Merge Arrow" icon. In Salesforce Classic, common fields appear in the Common Fields area in the Fields pane.
Each row in the source blocks has a corresponding row in the joined report, regardless of whether all the blocks that make up the joined report have matching data.
How to Create Joined Reports
Create a Joined Report in Lightning Experience
On the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
Choose a report type and click Continue.
The report type you choose becomes the joined report's principal report type. The principal report type determines how common fields shared by different report types in a report are named.
The report opens in the report builder. To turn it into a joined report, in the upper left corner of the report builder, click Report | Joined Report | Apply.
To add another report type to the joined report, click Add Block.
Choose a report type.
If you'd like to include standard columns for this report type, leave Include default columns checked. If you'd like to add an empty block, uncheck Include default columns. In either case, you can customize the block after adding it by adding or removing columns.
NOTE: If you add an empty block, it doesn’t appear in the preview until you add columns to it.
Click Add Block.
To learn more about working with blocks, see Work with Blocks.
Customize the joined report with columns, groups, filters, and formulas.
Click Save and name the report.
Optionally, describe the report and click Select Folder to choose a report folder.
Click Save.
To run the report, click Run.
Create a Joined Report in Salesforce Classic
On the Reports tab, click New Report...
Choose a report type, and click Create.
The report type you choose becomes the joined report's principal report type. The principal report type determines how common fields shared by different report types in a report are named.
The report opens in the report builder. To turn it into a joined report, click Tabular Format *Down Arrow*| Joined.
To add another report type, click Add Report Type.
Choose a report type.
Click OK.
The additional report type appears in a new block. To learn more about working with blocks, see Work with Blocks.
Customize the joined report with columns, groups, filters, and formulas.
Click Save and name the report.
Optionally, describe the report and click Select Folder to choose a report folder.
Click Save.
To run the report, click Run.
For Visual Learners: