What are Joined Reports and Historical Trending Reports?
Suggested answer
Joined Reports: A report type that combines up to five report blocks (each can be a different object or have different filters) side by side in one view. Common block grouping fields allow cross-block sorting and comparison. Useful for showing "Open Opportunities vs Closed Opportunities vs Cases" for an Account in one report. Historical Trending Reports: Available for Opportunities, Cases, Forecasts, and custom objects. They allow you to report on how field values changed over time by comparing snapshots (up to 3 historical date comparisons). For example: "What was the Opportunity close date and amount 30 days ago vs today?" Requires enabling Historical Trending in Setup and selecting up to 8 fields per object to track historically.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
Community comments (0)
No comments yet.
Sign in or create a free account to add a comment. Comments are moderated before they appear.