A Child object can be added to the primary object, then a child of that object can be added.The report type always has a Primary Object.Setting up the Primary and Child Objects.All the fields on the selected primary and child objects are selected by default, so this step can be skipped if you don’t need to add any additional related fields.There are two steps to create a custom report type.Salesforce comes with several standard report types and you can create your own from Setup > Create > Report Types.A Report Type defines the objects and fields available in a report.Salesforce comes with several standard report types and you can create custom report types.Accounts & Contacts standard report type has fields from the Account and Contact objects) A report type specifies the objects and fields that are available in a report (eg.On reports where object A may or may not have object B, you cannot use an OR condition to filter across multiple objects.Rollup Summary fields, “Topics,” “Description,” “Address Line #” (where # is 1, 2, or 3), “Forecast Category,” Campaign: “Member Type,” User: “Profile Name,” “Login Status,” any custom Long Text Area fields.Filter Logic is not available for all filters such as:.Logic within the parentheses is calculated first, followed by logic outside of the parentheses.Additionally you can group fields and Filter Logic with parentheses to hone in on the data you’re looking for.When filtering on multiple fields, Filter Logic is how you want those filters to be related to each other.Link complete list of Relative Date Values.When filtering on date fields, you can filter in two ways:.Field Filters allow you to exclude records with field values that do not match your specified criteria.Field Filters are filters that you apply to a Field.Cross filters can potentially slow down the report so to avoid having the report time out be sure to use additional filtering if necessary to refine the data to a manageable result.These filters apply to the Fields and not the cross filters Additional filters can be added to further refine the data.Each cross filter can have up to 5 Sub Filters.CrossFilter1 AND CrossFilter2) so you cannot create a report using both With and Without cross filters on the same child object (Accounts With Contacts combined with Accounts Without Contacts will yield zero results) Each cross filter has an AND relationship to the other cross filters (Eg.A report can have up to 3 Cross Filters.You can create a cross filter on any object that has a related child object.Accounts with Contacts – or – Accounts without Contacts.For example, a report on Accounts can be cross filtered by Contacts because Contacts is a child object for Accounts.Cross filters allow you to exclude records based on whether records on a related child objects exist or not.Cross Filters are filters where you look for the presence or absence of related child records.A maximum of 2,000 rows can be displayed in a report so if the report has more rows you need to use the printable view to see the rows, or export the report to Excel.Additional limits depend on the Edition of Salesforce you’re using.Field filters are limited to 20 using the Report Builder, 10 if using the report wizard.Some of the limits for reports include (but are not limited to):.Reports generate the data that is shown in a dashboard component. ![]()
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