Ask Search:
Kelly GasnerKelly Gasner 

how do I combine two reports into one report

how do I combine two reports into one report
Subramanyam MeareSubramanyam Meare
If your organization is upgraded with "Spring 12 release" then sure you can create a single report combining two reports.
Martijn ReekmansMartijn Reekmans
Everyone automatically upgrades to the latest version of Salesforce.

Kelly, using the new Spring '12 functionality called "Joined Reports" it is possible to combine different types of information/different reports into one single report.

Joined Reports Overview

Available in: Enterprise, Unlimited, and Developer Editions

The joined report format lets you view different types of information in a single report. A joined report consists of up to five report blocks, which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create custom summary formulas, apply filters, and sort columns. You apply groupings across all blocks in the report, and can add up to three groupings to the blocks, the same as for the summary format.

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.

When a joined report contains multiple report types, some fields are identified as common fields. A field is a common field if it’s shared by all report types or if all report types share a lookup relationship to the field. These fields appear in the Common Fields area in the Fields pane, and can be used to group report blocks.

Each joined report has a principle report type. By default, the principle type is the first one added to the report, and is identified in the Fields pane with a small dot beside its name. For example, if you create the joined report by selecting the Opportunities report type, and then add the Cases type, the Opportunities type is the principle report type.

The principle report type controls how common fields are named. Some common fields have different names or appear in different sections in different report types. In those fields, click The image shows the i-bubble icon. to see the name of the field in other report types.

  • For users to be able to create and edit joined reports, report builder must be enabled for your entire organization. For information on enabling report builder, see Upgrading Report Builder. When report builder isn’t enabled, users can only run joined reports.
  • Joined reports require that the new user interface theme be enabled. Users without the new theme are unable to create, edit, or run joined reports. See Enable New User Interface Theme.
  • Internet Explorer 6 is not supported for joined reports.
Christopher TeachoutChristopher Teachout
F.Y.I. you can't export or make dashboards from joined reports.