Custom Reports In Salesforce

Custom report styles enable you to construct reports that extend beyond the Salesforce standard report kinds. You may think of a Salesforce report type as a framework that instructs Salesforce which objects and relationships to take into consideration. This blog will demonstrate how to use custom reports in Salesforce.

Introduction to Matrix Report And Joined Report In Salesforce

Let us continue with the Matrix Report and Joined Report in detail.

Matrix ReportJoined Report
Matrix report is used to summarize the data of 2 different types side by side.The joined report contains data from 2 or more blocks with different report types.
It is used for checking the data dimension on one another.From a single object, it has a relationship to various report types and can be combined to form a report.
It helps users to group data by columns and rows.The principal report is considered the first report added to the joined report.
Various intersections in-between data groups for checking the data in a table layout.Common fields are used to create blocks containing data grouping.
Chart and graph representation can be enabled in this report.It allows blocks of data which in return enables multiple views.
This type of report is used in complex data summarizations.A user is allowed to create 5 blocks in a report.


Features Of Matrix Report And Joined Report In Salesforce: 

Matrix Report Features:

  • Matrix reports allow grouping records by both rows and columns.
  • They are similar to the summary report except that they permit 2-dimensional grouping.
  • They help in comparing related totals with totals by rows and columns.
  • They can be used to see data in 2 unrelated dimensions, such as date and product.(ex: you can summarize deals by month
  • vertically and by clients horizontally in a matrix report).

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  • We cannot show the columns in groups if they are logically related to each other having no connection with other columns.

Joined Report Features:

  • A joined report is a special type of report that contains multiple blocks within it. Each block holds related information.
  • Each block can own unique columns, filters, and sort order.
  • It can be used to group and show data from multiple objects in different views.
  • By connecting objects together using relationship, we can show data from different objects in different blocks as well.


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How To Add Chart to Summary Report?

Log in to Salesforce Org >> Click On “Reports” >> Select The Summary Report Already Created For The Object ( Summary Report).

Summary Report

Click on the “Add Chart” button which is enabled because of “Grouping” on “Country” already done.

Basically, we have 7 types of charts:

1. Horizontal Bar Chart
2. Vertical Bar Chart
3. Pie Chart.
4. Donut Chart.
5. Scatter Chart.
6. Funnel Chart.
7. Line Chart.

Let us continue with an i.e vertical bar chart:

Select The “Vertical Bar Chart” as shown in below figure. Click on formatting “Tab” available, you can name the chart in “Chart Title” Field, “Size”, “Background Colour”, “Data Labels”, “Chart Position”, “Chart Size” >> Click on “Ok” to proceed and Then “Save” the Report.

Vertical Bar Chart

“Run Report”.

Result: The Summary Report with Chart is visible in the Report.

Country Wise Demand In Summary Report

How To Create Matrix Report?

Click the “Reports” button in the Tab Bar.

Click On “New Report” button on the Tab Bar.

Please select the “ JobForms” >> Create.

After “Create” >> Save the Report For Identification Purpose as “ Matrix Report” >> “Save”.

Matrix Report

Need to change the report format in the preview section for “Matrix Report” as shown in below figure Horizontally with “Country” grouping and Vertically With “Technology Known” >> and “Run Report”. Do not forget to “Save” the Report.

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Naukri Matrix Report

We can even customize the matrix report with color based on the Record Count shown below. For this, we need to select the “Show” in the Report area >> “Conditional Highlighting” from the drop-down list. Then, we have screen popped up with “Conditional Highlighting”. Select the desired field >> Number as shown in the below figure.

Conditional Highlighting

Result: The result for Colour Customisation Report is shown in the below figure.

Colour Customisation Report In Salesforce

How To Create A Joined Report?

Click the “Reports” button in the Tab Bar.

Click On “New Report” button on the Tab Bar.

Please select the “ JobForms” >> Create.

After “Create” >> Save the Report For Identification Purpose as “ Joined Report” >> “Save”. Joined Report

Need to change the report format in the preview section as "Joined Format”.  And, you can even change the name of the block or column just by selecting at the area specified in the below figure.

Personal Info Block In Joined Report

Now, drag and drop the required fields for the “Personal Info Block” (ex: First Name, Country, etc.). You can even drag the “not required” fields back again whether they are pre-existing or customized.

Personal Info Block in Joined Report

Personal Info Block altered by dragging the unnecessary fields to the left side of the Object Forms

Object Forms In Joined Report

For adding another block to the Report, drag and drop the required fields beside the block already created (eg, Personal Info Block).

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Note: You can create up to 5 blocks in a Report.

Joined Report

Now, if you want for “Grouping The Data”. You need to select the “Field” on which grouping needs to be done and just drag and drop the field in the “Drop Zone” located Block area.

Based on “Experience”, let us create the report. Drag the “Experience Field” and drop in the Drop Zone.  Now, you can “Add Chart” for the joined Report as well.

Add Chart For Joined Report

Now, “Save” the Report and “Run Report”. You can view the result in the below figure.

Joined Report

When We Use Joined Report?

We use joined report in the following two scenarios.

  • If there is a need to show various columns in a group format together, where we have hundreds of fields in 1 object.
  • If there is a need to show fields from different objects which are related to each other, and we want to see the data for comparison.

In the next topics, we will discuss in detail about, “Dashboards” and “How to create a dashboard in Salesforce?” in detail. Keep following us for more information on Salesforce Administration.

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Last updated: 03 Apr 2023
About Author

Arogyalokesh is a Technical Content Writer and manages content creation on various IT platforms at Mindmajix. He is dedicated to creating useful and engaging content on Salesforce, Blockchain, Docker, SQL Server, Tangle, Jira, and few other technologies. Get in touch with him on LinkedIn and Twitter.

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