A Joined Report is a report format that lets you display data from up to five related blocks side by side, where each block can have a different report type. It's how you build "Open Opportunities and Closed Cases for the same Account, side by side" without exporting to Excel.
Structure:
- Each block is essentially its own report — own filters, own grouping, own summary fields.
- Common groupings can be applied across all blocks (e.g., group everything by Account so you see all blocks aligned per account).
- Cross-block formulas can reference values from different blocks — useful for ratios like "Closed Won Amount / Pipeline Amount".
Use cases:
- "Open Cases and Open Opportunities by Account" — Service and Sales views in one report.
- "Pipeline this quarter vs Pipeline same quarter last year" — same object, different filters.
- "Activities by rep, alongside that rep's open opportunities" — performance review data.
Limitations:
- Charts don't work the same — you can chart, but only on the principal block or on cross-block formulas; you can't chart all five blocks together.
- Export to Excel is messier — joined reports export with each block in its own section.
- Performance — five blocks × any filter complexity can be slow on large data.
Use a Joined Report when the question fundamentally requires comparing data of different shapes (different objects or different filter sets). For same-shape comparisons, a Summary Report with multiple summary columns is usually simpler.