--- schema_version: "1" id: 08ffb29cb7d2bb27d91ca8e9aa4c1a2e22e74afddb95a35afc4b0f7c5f8762ad title: Joined Report Examples collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_examples_joined.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_examples_joined.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: fda2fb2fce1c7d875dc71d475a9e627421e1d5d7c16798ed0fc61800105a5a65 description: Creating a sales rep performance scorecard, reviewing support cases by status, and predicting your opportunity pipeline are some examples of what you can do with joined reports. Here’s how. products: - Cross Cloud release: "264" --- # Joined Report Examples Creating a sales rep performance scorecard, reviewing support cases by status, and predicting your opportunity pipeline are some examples of what you can do with joined reports. Here’s how. ### Required Editions
Available in: both Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete joined reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder
## Accounts with Open Cases (Lightning Experience) A joined report is an ideal way to see Accounts that have open Cases. 1. On the Analytics tab, select **Create** | **Report**, or on the Reports tab, click **New Report**. 2. Select the _Accounts_ report type. Then, click **Create**. 3. If necessary, customize standard filters. For example, set _Show_ to **All accounts** and _Range_ to **All Time**. 4. 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**. 5. To add another report type to the joined report, click **Add Block**. 1. Choose the **Cases** report. 2. Click **Add Block**. 6. If necessary, continue to customize the report. For example, we want to see only open cases, which we can achieve by adding a field filter to block 2. 1. From FILTERS, under the Cases block, click **Add filter...**. 2. Select **Closed**. 3. Select **False** and click **Apply**. 7. If necessary, group across blocks using common fields. Common fields are shared between all objects in the joined report. For example, we can group this report by _Account Owner_. 8. Click **Save and Run Report**. Admire your handiwork and start gaining actionable insights! ![A joined report showing Accounts and Opportunities grouped by Account Name](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_joined.png) ## Creating a Sales Rep Performance Scorecard (Salesforce Classic) A sales rep scorecard lets your sales management team understand the performance and actions of your organization’s sales reps. To create it, you must have three separate custom report types, each of which creates a relationship between User (as the primary object) and one of the following three objects: Opportunity Owner, Opportunity Creator, and Activity Owner. In this example, we’ve named the custom report types User and Opportunity Owner Custom Report, User and Opportunity Creator Custom Report, and User and Activity Owner Custom Report. Start by creating a custom report based on the User and Opportunity Owner custom report type. Then add the User and Opportunity Creator and User and Activity owner custom report types as two additional blocks. Then, group by Sales Rep (opportunity owner) and set the filters as described in the procedure. To create the report: 1. Create a report, selecting User and Opportunity Owner Custom Report as the report type. 2. Select Joined from the **Format** dropdown. 3. Click **Add Report Type**. 4. Select User and Opportunity Creator Custom Report. 5. Click **Add Report Type** again, and choose User and Activity Owner Custom Report. 6. Group the blocks by Full Name. 7. Add additional fields and filters to the report as needed. For example, consider changing the date filters to focus on rep performance during a particular time frame. Or, to make sure that only sales people are included as opportunity owners, create a filter on the Role: Name filter limit your results to users with “Sales” in their roles. 8. Optionally, provide names for the blocks. 9. Click **Save** or **Run Report**. ![A Sales Rep Scorecard joined report.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/sales_rep_scorecard.png) ## Reviewing Support Cases by Status (Salesforce Classic) You can also create a report comparing the number of support cases that are new, closed, or in-progress by priority. The report contains a single standard report type: Cases. First, create the report, add three blocks to the report, filter each block by the appropriate status, and then use the Priority field for grouping. To create the report: 1. Create a report, selecting Cases as the report type. 2. Select Joined from the **Format** dropdown. 3. Remove unwanted fields by dragging them to the Fields pane. 4. Create three blocks, each containing the Case Number and Status and, optionally, Case Owner fields. 5. For each block, filter on all cases. Then, filter each of the blocks by Status as follows: - Block 1: Status equals Closed - Block 2: Status equals New - Block 3: Status not equal to Closed, New, Closed in Portal, Closed — First Call 6. Group the blocks by Priority. 7. Optionally, rename the blocks. 8. Click **Save** or **Run Report**. ![A Support Calls by Priority joined report.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/joined_report_example_support_calls.png) ## Predicting Opportunity Pipeline (Salesforce Classic) Using cross-block custom summary formulas, you can create a report that predicts future opportunity revenue based on your sales reps’ past performance. Create a report based on the Opportunities standard report type. Add three blocks to the report, filter each block by the appropriate status, and then create a formula that uses fields from different blocks. To create the report: 1. Create a new joined report, selecting Opportunities as the report type. 2. Remove unwanted fields by dragging them to the Fields pane. 3. Create three blocks, each containing the Opportunity Name, Account Name and Amount fields. 4. For each block, show All Opportunities. Then, filter each block.
Block Filters
Block 1

Opportunity Status equals Closed

Date Field equals Close Date

Range equals Current and Previous FY

Stage equals Closed Lost
Block 2

Opportunity Status equals Closed Won

Date Field equals Close Date

Range equals Current and Previous FY
Block 3

Date Field equals Close Date

Range equals Next Month

Opportunity Status equals Open
5. Group the blocks by Opportunity Owner. 6. Rename the blocks. For example, “Closed — Won”, “Close — Lost”, and “Closing Next Month”. 7. Create a cross-block custom summary formula that predicts upcoming revenue based on past sales rep performance: ``` [Closing Next Month]AMOUNT:SUM*([Closed - Won]RowCount/([Closed - Lost]RowCount+[Closed - Won]RowCount)) ``` 8. Add the formula to one or more of the blocks. 9. Optionally, add a cross-block custom summary formula that calculates the win ratio of each sales rep: ``` [Closed - Won]RowCount/([Closed - Lost]RowCount+[Closed - Won]RowCount) ``` 10. Click **Save** or **Run Report**. ![An Opportunity Pipeline Predictor joined report.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_report_xcsf_example.png) ## Adding a Chart to the Opportunity Pipeline Predictor Report (Salesforce Classic) You can include a chart with a joined report to provide a visual representation of the data. For example, you can add a chart to the Opportunity Pipeline Predictor report that shows actual versus predicted revenue. To add the chart: 1. Create the Predicting Opportunity Pipeline report as described in the previous section. . 2. Click **Add Chart**. 3. For the Y-axis, select Closed — Won — Sum of Amount. 4. Select **Plot additional values**. 5. Select Line for the Display option, and Predicted Revenue as the Value. 6. Click the Formatting tab, and enter Actual versus Predicted Revenue as the chart title. 7. Click **OK**. 8. Click **Save** or **Run Report**. ![A joined report with a chart.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_joined_report_and_chart.png) #### See Also - [Add a Chart to a Report](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_charts.htm&release=264.0.0&type=5 "Add a chart to give users a visual way to understand the data in your report.") - [Summary Formulas with Joined Reports](https://help.salesforce.com/s/articleView?id=analytics.reports_csf_joined_reports.htm&release=264.0.0&type=5 "Two types of custom summary formulas are available with joined reports: standard and cross-block.") - [How Joined Reports Work](https://help.salesforce.com/s/articleView?id=analytics.reports_joined_format_concepts.htm&release=264.0.0&type=5 "A joined report can contain 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 Opportunities report type, you can add the Cases report type as well because both have a relationship with the Accounts object.") - [Work with Blocks](https://help.salesforce.com/s/articleView?id=analytics.reports_working_with_blocks.htm&release=264.0.0&type=5 "Blocks let you create different views of the information contained in a joined report.") - [Combine Different Types of Information in a Joined Report](https://help.salesforce.com/s/articleView?id=analytics.reports_working_with_joined.htm&release=264.0.0&type=5 "The joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. You can turn any existing report into a joined report using the report builder.")