0

I discovered today with custom reports that have 'with' relationships that records 'without' related records are being returned.

Custom Report Type:

Accounts with Memberships

When I run this report, if I only pull in fields from the Account object, Accounts without Memberships are showing in the report. These accounts do get listed as unique rows.

As soon as I add a field from the Membership object, then only Account With Memberships show up.

I have not found this to be the case with standard report types.

E.g. Standard report type of Opportunities with Products does not show this behavior. If I run this report type and only add Opportunity Name, then the opportunity name will show multiple times(once per Opp Product) but opportunities without products will not show.

Have others experienced this? Is this known behavior? I have always understood report types to be literal and this can be deceiving if when utilizing a 'With' report if it will actually show 'without' records.

Steps to recreate:

  1. Create a Custom report type of Object A with Object B
  2. Save
  3. Create a new report using the newly created report type Only
  4. add a field from Object A to your report preview. You will find records returned that do not have related Object B records.
Improve this question

1 Answer 1

Reset to default
0

When adding object B to the new custom record type, be sure to mark

Each "A" record must have at least one related "B" record

instead of

"A" records may or may not have related "B" records

Improve this answer
2
  • That is how I have my report defined. My report is set up as Each "A" record must have at least one related "B" record The problem is that when I run the report with only "A" fields that "A" records without "B" records show on the report
    – Tom
    Sep 26, 2018 at 13:19
  • What I gonna say is weird, but happent me sometimes. Check the date you are filtering with. In my case, changing the date filter with value All Time using created date of object A and created date of object B returned different results, one was the expected another wasn´t.
    – Juan Aavh
    Sep 27, 2018 at 7:18

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .