Photo by Lance Grandahl on Unsplash
If you’re still relying only on standard reports, you’re missing one of Salesforce’s most powerful data tools: Joined Reports.
I use them whenever I need to compare or summarize related datasets in a single view—like open vs closed cases per consultant, or service request metrics across member types. Once you understand how they work, they become your go-to for high-level insight.
Why I use them:
Combine data from multiple report types
Show record groupings side-by-side for easy comparison
Add cross-block custom formulas
The key is in structuring blocks thoughtfully and keeping the filters tight. Don’t treat a joined report like a dumping ground—treat it like a dashboard component that happens to live in Reports.
