Published at: 2026-09-17
Joined report quick start
This page describes how to get started with joined reports.
Combine existing reports by common dimensions or vertically to create a single analysis table.
Before you begin
- Prepare the standard or crosstab reports to combine.
- Determine the result type, join type, and common dimensions.
- Only CRM administrators and report administrators can create joined reports from the New menu.
Create a joined report
- On the report list page, select New > New Joined Report.
- Select a standard report or crosstab report as the result type.
- Select the join type and source reports.
- Configure common dimensions and the Data Range.
- Configure headers, sorting, and composite headers, then save.
[!NOTE] A left join supports one left source report and zero to four right source reports. Other join types support one to five source reports. The latest deduplication option supports only one source report.
Next steps
- See Create a joined report for join types, Data Range, and header configuration.
- See Joined report example for a business scenario.
Verify the result
After configuration, check the joined data, filter conditions, and displayed results in the preview or view page to confirm that they meet the analysis goal.