-
What all things are not supported in Salesforce Joined Reports?
What all things are not supported in Salesforce Joined Reports?
-
3 Replies
-
The following items aren’t supported in joined reports, and aren’t converted:
Bucket fields
Cross filters
The Rows to Display filter -
Hi Anjali,
One more thing that is not supported in joined report is:
You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports.
-
Some of the limitations of Joined Reports on dashboards include:
The only items on the dashboard that can be modified are the ‘Display Units’ and ‘Drill down To’ (a very cool, often overlooked feature that allows a Dashboard Component to link to another Dashboard instead of a source report).
- Joined reports in dashboard view can’t be filtered based on data.
- Dashboards that only have Joined reports can’t have a filter added.
- Just because a field contains the same data across objects does not mean they are guaranteed to allow grouping across blocks. For example, if a lookup field to account name in a managed package has a different label than Account, grouping may not be possible.
- 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.
Log In to reply.
Popular Salesforce Blogs
What is Salesforce Einstein and Why Should You Use it in Your Business?
When we think of Einstein, it is hard not to associate the name with intelligence. This is why Salesforce Einstein is about intelligence; specifically, the…
Sharing Rules In Salesforce Security
Sharing Rules Utilize sharing principles to stretch out sharing access to clients out in open gatherings, jobs, or regions. Sharing standards give specific clients more…
Salesforce Service Cloud Implementation: Key to Enhancing Customer Experience
Salesforce being a customer-centric organization deliberately works to enhance its customer’s experiences. That said, Service Cloud is one of the integral offerings of Salesforce that…
Popular Salesforce Videos
What is Sales Cloud in Salesforce? | How it can Help Any business?
In this video, Shrey is not only teaching but also demonstrating the concept of Sales Cloud in Salesforce. 1. What is sales cloud in Salesforce?…
Future of Salesforce Job Market | The Shrey Sharma Show
This is the very first episode of The Shrey Sharma Show with Christopher A Hopper. They discussed Salesforce. Below is a list of questions they…
Salesforce training video for beginners
Salesforce is an innovative tool that can be very powerful when used properly. That’s why it’s important to find effective and trustworthy ways to learn…