Combine multiple objects in reports
|Knowledge Article Number||000003405|
There are four methods for reporting on multiple standard and custom objects (in any order) in a single report. Here's how:
Use an existing, standard report
Using the report wizard, find a standard report type that already has your objects combined (for example, the "Accounts" object with a custom object and another custom object). These reports are created when objects are related to each other through a master-detail or lookup relationship.
Create a new Custom Report Type (CRT)
If you're new to the process, learn how set up a CRT in our "How to create Custom Report Types" help documentation. After you create and save your new CRT, add child objects to the report (for steps, see our "Add Child Objects to a CRT" help documentation). If the objects don't appear as options, then they can't be combined using a parent child relationship (A-B-C).
You can also click Edit Layout, then click Add Lookup Fields on the CRT and use trial and error to find the objects and the fields. If neither solutions work, delete your new CRT and try another method.
Create a report for each object and manipulate with a VLOOKUP function in Microsoft Excel
For more complex requests, create unique reports specifically for each object you'd like to combine into a single report. Find a field in each report that present in each of your reports (like "Account Name" for example). Export your reports in any spreadsheet format and open all reports in Microsoft Excel, then use the VLOOKUP function to merge the reports using the common field.
If you need help with the VLOOKUP function, visit Microsoft Excel Support.
Create a "Joined" report
In a "Joined" report, you can use multiple report types in a single report. Learn more about the reporting feature in our "How Joined Reports Work" help documentation.