How to create joined reports in Salesforce Classic & Lightning
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- Опубліковано 23 січ 2023
- #SalesforceJoinedReports #CreateJoinedReports #BenefitsJoinedReport #LimitationsJoinedReports #LightningJoinedReports # ClassicJoinedReports
In this Salesforce Video Tutorial, I will explain the importance of joined reports in Salesforce. The Joined reports are useful when want to analyze 2 reports at the same time.
I will also explain how to create joined reports in Salesforce Classic & Lightning with practical implementation and examples step by step.
In addition to this, here is the list of the topics that I will explain:
1. Can you combine reports in Salesforce?
2. What are joined reports in Salesforce?
3. Benefits of joined reports in Salesforce
4. When to use joined reports in Salesforce
5. Joined reports in Salesforce Limitations
6. Discuss joined report salesforce example
7. How to create joined report with common fields
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Check out the complete tutorial on Joined Reports in Salesforce salesforcefaqs.com/joined-rep...
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Why is it showing other accounts when we have only 3 accounts with OPEN cases?
Very clear & concise - thank you so much for sharing!
Glad it was helpful! and keep watching our UA-cam videos!
Thank you very much
when I created a joint report and added a filter to one of them, both reports didn't match. how can I join each row from both reports to show one record in one line on the report?
1. Confirm the joint report type includes the necessary objects and fields.
2. Verify that filter fields have compatible data types in both report types.
3. Double-check and adjust the filter criteria to accurately represent your requirements.
4. Confirm that fields used to join the reports have matching values.
5. If using cross-filters, ensure they are set up correctly.
6. Check if grouping or aggregation affects the matching.
hi this is very helpful. Can i check how do we have this joined report feature in our SFDC ?
Yes we have this joined report feature in our SFDC. You can follow these steps:
Enable Enhanced Reports
Create Report Types
Create a Joined Report
Customize and Format the Joined Report
This feels incomplete as the reports don't match when doing this. How do you get the records to align on a line - by line basis? For example like when using a SQL join ? This tutorial feels incomplete.
why did you not show the output of the report in lightning? 🙄
I am really sorry, we will take care of these things.