How do I create a report with multiple objects in Salesforce?
Report on Multiple Child Objects with the Same Parent Object
- Click the Reports tab and click New Report.
- Select the Report Type Opportunities with Products and click Continue.
- In Lightning, click on the report dropdown in the upper-left, select Joined Report, then click Apply.
- In Lightning, click Add Block.
What is the maximum number of objects that can be added to a custom report type in Salesforce?
60 object references
A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, then you could select fields via lookup from an extra 56 objects.
How to create a report by child object?
Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.
Is there a report type for custom objects?
For custom objects, this report type will exist if there are no master-detail relationships defined and you’ve set the “allow reports” option to true in the object definition. Otherwise, you will have to create this report type yourself.
When do report types include only primary objects?
If you specify only a primary object, your report type includes only records for that object. If you also specify a related object, like products, then your report type includes primary objects with (or without, depending on configuration) related objects.
How to set up a report type in Salesforce?
Setting up the report type is simple: First, choose the parent object as the primary object. Then, choose the child object as the related object. Be sure to specify the option for “Each “A” record must have at least one related “B” record.”