You can have up to four related objects, and each can have the “with” or “with or without” distinction. If we were to create a custom report type, Opportunities with or without Products, then opportunities would be displayed whether or not they have a related product record. Primary object with or without related object-Records returned are those where the primary object may or may not have a related object record.In our example of Opportunities with Products, the only records that would be displayed on the report would be opportunities that have at least one related product record. Primary object with related object-Records returned are only those where the primary object has at least one related object record.If you add a related object, here’s how you can configure a report type’s object relationship: For example, the report type Opportunities with Products includes opportunity records that have at least one related product record. If you also specify a related object, like products, then your report type includes primary objects with (or without, depending on configuration) related objects. If you specify only a primary object, your report type includes only records for that object. Each object relationship specifies a primary object, like opportunities, and optionally one or more related objects. Objects are standard or custom Salesforce entities, like opportunities, accounts, and products. The object relationship determines which records the report type includes. At this point, let’s press the pause button and make sure you understand how report types are structured.Įach report type has a primary object relationship and a field layout.
When you pick a report type, you’re picking the records and fields you’ll be able to see in your report. Choosing the right report type is one of the most important steps in building a report. To open the report builder from the Reports tab, click New Report.
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