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Background

I have 3 custom objects:

  1. Invoice__c
  2. Invoice_Line__c
  3. Appointment__c

Their relationships are:

  1. Invoice__c is a parent (master-detail) to Invoice_Line__c
  2. Invoice_Line__c has a lookup to Appointment__c

Question

Why can't I create a custom Report Type linking the 3 objects together?

i.e.

Appointment__c > Invoice_Line__c > Invoice__c

Or some other combination?

2

You have to start from the common child object (invoice line), then you can go "up" to both parents. These fields are not shown in the palette by default, but you can add them using the "add via relationship" function found there.

Add fields related via lookup

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