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4 years, 11 months ago
Is there any way to build a custom report type that links to multiple parent object types? For example, my Opportunity links to a Contact and to an Account directly, but I can't figure out how to join them to my report unless I start with them as the root report object type, which I don't want (and one would preclude the other in that case anyway). Is there a way to do what I want?
Jun 11, 2018 at 18:05
151 2 2 silver badges 10 10 bronze badges
Yup this is pretty easy there is a "add fields related via lookup" link on the side of the report type layout editor:
Just click on that, select the parent object you want included and then the fields you want added.
Do this for each parent object you have.
Jun 11, 2018 at 18:17
9,343 4 4 gold badges 23 23 silver badges 56 56 bronze badges
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