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Sajiv Kartha 3 Salesforce Reports Menu - additional relationship required for reports.
Hi,
Some questions with respect to the Report module. Here is a report that we have and it has the relationship like this.
Question : In the above screenshot on the top it shows Opportunities (A). The other three are relationships are below that.
Can we have another relationship like Opportunities to a new relationship (E) and E is not related to B or C or D. We need this new relationship for our project. Need to explore if this is possible or we have to do only by means of development ?
Thanks
Sajiv
Some questions with respect to the Report module. Here is a report that we have and it has the relationship like this.
Question : In the above screenshot on the top it shows Opportunities (A). The other three are relationships are below that.
Can we have another relationship like Opportunities to a new relationship (E) and E is not related to B or C or D. We need this new relationship for our project. Need to explore if this is possible or we have to do only by means of development ?
Thanks
Sajiv
You can achieve this by using Joined Report.
https://help.salesforce.com/articleView?id=reports_working_with_joined.htm&type=0
Lokesh
All Answers
You can achieve this by using Joined Report.
https://help.salesforce.com/articleView?id=reports_working_with_joined.htm&type=0
Lokesh
Very sorry for the late response. I thought I had responded !!
Thanks for the inputs. We have taken the clue of joined report and proceeding on that line.
Regards
Sajiv