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Topics#Reports & DashboardsMolly Jeffers's Question
Molly Jeffers (Certified Power, Inc.) asked in #Reports & Dashboards
Feb 25, 2019, 5:33 PM

In reports, under Show, is the My and My Teams not available when reporting on a custom object with a master-detail relationship?

I want to be able to report on my custom object using the option "My" in the Show area of the report builder.  But my custom report is only showing the "All" option right now.  Is that because it is part of a Master-Detail relationship with the Account object?  I would change it to a lookup but I can't lose the rollup field functionalibity.

 

My custom object is for Invoices, multiple invoices with different owners can belong to the same Account, hence the Master-Detail relationship with Accounts.  I want to be able to show each sales person their total sales based off of invoices, the only way I can do that (efficiently by creating only one report) is to be able to create a report that views as My Invoices, which I'm not seeing currently.
15 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Feb 25, 2019, 6:41 PM
    Okay here's what you do:

     

    Create a new custom field on the Invoice Object

     

    Select

     

    Name = "My Invoice" (or something like that)

     

    Type = Formula

     

    Result = Checkbox

     

    Formula = 

    $User.Id =  Owner__c

     

    Then add the new Field to your Custom Report Layout, and in your Report select Show All Invoices, and add a Filter like

     

    My Invoice [equals] TRUE 

     

     
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