I've created a custom object that's master/detail with Account, and I'm trying to put some report chart components on it that are filtered by the custom object's parent Account. (The reports are on Opportunities with some custom financial child objects from @Congregation Connect Support.)
Is this possible? My googling has been inconclusive :)
I saw that, actually! Unfortunately won't work for my use case, as I can't make a custom report type that includes both this object and everything else I'd need.
What I ended up doing, since we have a new collections person starting tomorrow and I needed to do something quick, was to create a custom permission for "allowed access to confidential financials", bundled that into my permission set that gives access to the object in question, and then put the report charts on the Account page, but with a component visibility filter to that custom permission. Not the most convenient solution, as they'll need to know these numbers while also logging calls and writing emails from the Activity Timeline on the child object, but it should work for now, at least.
