I tried to create report on records which have more than five related records but i was not able to achieve that tired adding summary formula and row formula in which i am not able to add filter. the objects are not directly related but related through third object. is there any way to create a report with this scenario?
3 respostas
In Salesforce, there are several ways to create a report that shows more than five related records.
- One way is to create a custom report type that joins the three objects together and then add a filter to the report to show only those records that have more than 5 related records.
- Another way to do it is by creating a formula field in the child object that counts the number of related records and then filtering the report on that field.
- If you are using standard report types, you can use the "matrix" report type. This type is especially useful for showing the relationship between two or more objects, along with aggregate data.
- You can also use the "Join" feature of the report builder, which allows you to create reports that span multiple objects, and you can use it to join the three objects together and then filter on the count of related records.
Please note that it also depends on how your data is modeled and your user access to the data.
