A marketing manager needs to analyze lead conversion metrics alongside active campaign performance in a single report view. The report must combine data from two distinct, unrelated report types (Opportunities and Campaigns) and group the data across both datasets by Fiscal Quarter. Which report format should the administrator select to fulfill this requirement?
- Joined report formatAnswer
- BSummary report format
- CMatrix report format
- DTabular report format
Answer
The Joined report format is the correct choice because it enables building up to five distinct report blocks from different standard or custom report types and joining them via common grouping fields.
The Joined report format provides the functionality to construct up to five distinct report blocks, each built from a different report type. When report types share common fields (such as Fiscal Quarter or Owner), those fields can serve as joining keys to align data across all blocks in a single report view.
Step-by-Step Solution
Key Concept
Salesforce Joined Report Capabilities
Estimated Time:1m 30s