Thursday, September 5, 2013

Salesforce Joint Reports by Rowalim Technologies


Joint Reports –The reports that contain data from multiple standard or custom report types in a single report are called joint reports. The joint reports are useful when you want to see the data of multiple report types through common fields between them. You can create upto 5 blocks in a joint report and for each block you can select different report types according to the common fields.
In the example below we have created a joint report for cases. The filter criteria for:
Block 1 is “Status equals New”
Block 2 is “Status equals Working”
Block 3 is “Status equals Escalated”

The records are grouped according to Priority.




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