Joined reports: overview
A joined report is a report containing data from multiple standard or custom report types to enable you to see the data side by side, or do calculations between the reports. For example, if you want a report on Team Members' Training data alongside their Development Needs, or if you want to compare headcount numbers between years.
Report types can be joined in a joined report if they have relationships with the same object or objects.
Key concepts
A joined report consists of up to 5 blocks. Each block shows data from one report type. You can add the same report type multiple times and then use filters to display different data in each block. The Report Builder assigns a color to each block, which is displayed above the block in the preview, and to identify the fields and filters for the block on the Outline and Filter tabs.
You can only join report types if they share common fields with each other. In the joined report, you can only group data by common fields.
Learn more
The following resources provide more information about joined reports:
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In Sage University, the Sage People - Reports and Analytics Learning Package contains a unit about joined reports, covering the basics of creating a joined report, applying a cross block summary formula, and adding the joined report visualization to a dashboard.