2

As of Summer '12, joined reports do not support cross filters and I'm wondering if there is a way to work around it.

Example: I have a custom objects for Events, Events Attended, and Work History. Events Attended joins an Account to an Event via Master-Detail relationships (like a simple join table.) Events Attended and Work History are related lists on Accounts. I can create a joined report to show me which events a person has attended and retrieve their previous employers, but I only want to see results for people who attended Event A. If I filter the Events Attended block on Event A, I still get records for all Accounts.

Is there a way to effectively cross filter this to hide those Accounts that did not attend Event A? Would I need a workflow or trigger to just copy every Event name into a field on the Account and filter on that?

Edit To be clear, what I am trying to do is for a given subset of Accounts (e.g. attended a specific event) retrieve fields from their related Opportunities and Work History (Work History being a related list on Accounts.)

The equivalent SQL would be

SELECT *
FROM Accounts [A]
INNER JOIN Events_Attended [EA]
  ON EA.AccountId = A.AccountId
INNER JOIN Work_History [WH]
  ON WH.AccountId = A.AccountId
INNER JOIN Opportunity [O]
  ON O.AccountId = A.AccountId
WHERE EA.EventName = "MyEvent"
  • how are you even tracking which accounts attended an event? Right now you can only add multiple contacts to an event not multiple accounts. – Vid L Aug 5 '12 at 16:29
  • I've edited my question to better explain the relationships. These are custom objects, with Events Attended relating Accounts to Events (there is one Master-Detail from E.A. to Account and one Master-Detail from E.A. to Event.) – Mike Chale Aug 6 '12 at 10:30
3

You can use custom report types and add there if you want the relationship object A with or without records related to object B. then you don't need to create a filter anymore.

Sven

Custom report types

  • I will check that out this today. – Mike Chale Aug 6 '12 at 15:26
0

I spoke with Premier Support today and they confirmed I could not do what I wanted since each piece of a joined report is pulled separately. Currently, the best solution is to add a custom field to the Account and filter based on that.

  • is the custom field needs to be a related list? I guess so – Saariko Aug 21 '12 at 14:52
  • 1
    No, it may just be a text field for filtering, and only for the one user that needs it. – Mike Chale Aug 21 '12 at 14:59

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