---
schema_version: "1"
id: dd7dae12d751d9232f6c43b4719598620ac1622fa9b1d7f98ab70213c902c48a
title: Create a Joined Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_joined_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_joined_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 61c9bac23cccebfd6064f1ce04aa03007bafba712e5768e810b66a99044018d0
description: With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.
products:
  - Cross Cloud
release: "264"
---
# Create a Joined Report

With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d72181e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72181e78 ">To create, edit, and delete joined reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72181e78 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

              </dl>
            </td>

          </tr>
        </tbody>
      </table>

You can turn any existing report into a joined report, or start fresh with a new one.

1. On the Analytics tab, select **Create** | **Report**, or on the Reports tab, click **New Report**.
2. 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. For more information about principal report types and common fields in joined reports, see [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.").
3. 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**.
4. To add another report type to the joined report, click **Add Block**.
    1. Choose a report type.
    2. 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.
        
        If you add an empty block, it doesn’t appear in the preview until you add columns to it.
    3. Click **Add Block**.
    4. To learn more about working with blocks, see [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.").
5. Customize the joined report with columns, groups, filters, and formulas.
6. Click **Save** and name the report.
7. Optionally, describe the report and click **Select Folder** to choose a report folder.
8. Click **Save**.
9. To run the report, click **Run**.

## Create a Joined Report in Salesforce Classic

1. On the Reports tab, click **New Report...**.
2. 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. For more information about principal report types and common fields in joined reports, see [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.").
3. The report opens in the report builder. To turn it into a joined report, click **Tabular Format ![more action icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/questions_portal_hide_snapshot.png)** | **Joined**.
4. To add another report type, click **Add Report Type**.
    1. Choose a report type.
    2. Click **OK**.
    3. The additional report type appears in a new block. To learn more about working with blocks, see [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.").
5. Customize the joined report with columns, groups, filters, and formulas.
6. Click **Save** and name the report.
7. Optionally, describe the report and click **Select Folder** to choose a report folder.
8. Click **Save**.
9. To run the report, click **Run**.