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In my data model I have the opportunity object with a lookup to a custom object called tenant.

I have another custom object called subs that also has a lookup to tenant.

How can I create a report that for each opportunity it will list information from the subs where it has the tenant in common?

I've tried creating a joined report with the following report types but have had no luck

  • Opportunities and tenant
  • Tenant with subs

Thanks

1 Answer 1

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You should create 2 custom report types:

  1. Tenant with Subs
  2. Tenant with Opportunities

This will let you use the parent Tenant Id or Name if unique to join to 2 reports together.

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  • That worked perfectly - Thanks! Is there a way to limit the results of one block to where it has a common record?
    – DNE
    Commented Jun 4, 2015 at 19:09
  • I was trying to think of an easy way to do that but off the top of my head I haven't been able to at least not without some type of not out of the box intervention.
    – Jenny B
    Commented Jun 4, 2015 at 19:11

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