I have two separate custom invoice objects relating to the Opportunity object. One invoice object is part of an installed package, while the other is our own custom invoice object. We need our own invoice object so it can be used for invoice scheduling (the package invoice object doesn't have this capability). I need to create a report that includes both invoice objects but I'd like them to appear as a list of records relating to an account rather than as two sets of records (as they do in a joined report).
Does anyone know whether it is possible to do this?
Many thanks for your help!
Louise
2 Antworten
Only way I see to leverage standard report functionality without joint reports is to link the 2 childs with a lookup field. In this way you should be able to create a custom report type with both.
