enter image description here

Hi everyone. I have 5 objects (Account,B,C,D,E) and the lookup relationships are shown in the picture. I can create a summary report with objects (Accounts,B,C) with no problem as I can find the report type in Other Reports -> Account with B with C.

My problem is now I need the total of Amount field from Object C by using Object E (Name) as a means of grouping but I also need them to be grouped by Account(Name) at the same time. The final report wil be shown per Account and will contain the total Amount from Object C per grouping with Object E.

Ex. Sample Org (Account)

Object E --- Object C (sum of Amount)

Type 1 ------ $100

Type 2 ------ $200

Type 3 ------ $150

Is it possible to make such report? If so, can anyone please enlighten me? Thanks !

2 Answers 2


If I understand your question correctly, you should be able to create a Custom Report Type that will make this possible, or create a number of formula fields on the C object that reference the parent objects.

With both Custom Report Types and formula fields, you can include fields from parent (and grand-parent) objects, and then you can use those fields as though they exist on the child object.

  • Thanks for the idea Nick. I tried making a custom report type but only allows up to four objects (mine has five) and the lookup flow must be one way ( mine has 2 lookup flows (Unit holdings to account, Unit holdings to E).
    – Micz Domz
    Sep 8, 2015 at 6:27
  • 3
    Depending on your requirements, you can just make it on the C object and include fields from the other 4 objects via the parent relationships.
    – Nick Cook
    Sep 8, 2015 at 6:49

To solve the problem I had, I did the following:

  1. I made 2 fields in Object C: 1 lookup to Object E, 1 text formula to get the Name of the lookup (I needed this for the grouping later in the reports)
  2. I made a trigger that auto-fills the lookup (made a step 1) every time I lookup object C with D.
  3. I created a summary report using 3 Objects (Account,B,C) and I grouped them by C (text formula I made) and Account.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.