Report for two parents that look up same child object

Question

I have a question similar to Reports for two lookup objects that relate to a parent.

I have an two objects (Payable Invoice and Cash Entry) which look up the same child (Transaction).

I'd like to report on them to be able to link Payable Invoices with Cash Entries. How could I do that? Joined reports don't seem to allow Transaction's attributes to be used for joining because they don't belong to both objects.

Answer 1

You have two options, with the first being to check "Allow Reports" when you create the custom objects. When you create the objects this way Salesforce will generate reports of Payable Invoices with Transactions and Cash Entries and Cash Entries with Transactions and Payable Invoices.

The second method will require a Custom Report Type and Cross Filters.

1. Create a CRT based on either Cash Entry or Payable Invoice and then select Transaction as a child object. Let's assume you made it based on Payable Invoice.
2. Create a report on your new type.
3. Add a Cross Filter and set it to Payable Invoices with Transactions.
4. Click add a Transactions Filter for Cash Entry not equal to (blank)