How do I create a report for 3 objects in Salesforce?

How do I create a report for 3 objects in Salesforce?

Report on Multiple Child Objects with the Same Parent Object

1. Click the Reports tab and click New Report.
2. Select the Report Type Opportunities with Products and click Continue.
3. In Lightning, click on the report dropdown in the upper-left, select Joined Report, then click Apply.
4. In Lightning, click Add Block.

How do I create a report Notes and attachments in Salesforce?

Marziya

1. Navigate to the Reports tab and click New Report.
2. For “Report Type,” select File and Content Report, then click Continue.
3. Add the following filter: File Type equals SNOTE (ensures that the report only includes Notes).
4. Remove all columns from the report.

Is it possible to report notes in reports?

The New Notes are being handled as Files objects and therefore from a reporting stand point, it looks like it lacks in providing the association between a note and an object. It is not possible to report on Notes. There is an Idea, Reporting on Notes & Attachments that requests this feature.

How to report on notes and attachments in Salesforce?

When decisions are made and captured in Notes, we need the ability to archive them outside of salesforce and it’s inconceivable that when a user relates a note to an object, that you cannot pull a standard report showing that association. We need the same functionality to report on notes on Accounts and Opportunities.

How to report on notes and attachments-ideas?

Serious gap in capability, need to be able to run reports on leads/opps/accts that do/do not have attachments loaded. Would really be nice to at least query file titles and notes. I have someone who wants to know who all received a file on their Contact record but I can’t find a way to make that happen.

How to create a report object in Excel?

When you create a new report object, you must provide the following information regarding the report: Identifies the name of the report. Begin report names with the letter R, followed by the product code, and then a unique identifier. The object name appears in the upper-left corner of the page header.