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Criteria to Generate a Standard Report Type

Publiceringsdatum: Oct 13, 2022
Beskrivning

Standard Report Types are created in some circumstances when an object has a relationship with another object via look-up or master-detail relationship. 
 

Lösning

Lookup Relationships: 
  • The "Allow Reporting" checkbox must be checked for custom objects (checking this box will also create a standard report type for the custom object)
  • When a lookup relationship is created between two custom objects, a new standard report type will be created ("Custom Object 1 WITH Custom Object 2" report type)
  • If there is a standard object with a lookup relationship to a custom object, a new standard report type will be created ("Standard Object AND Custom Object 1" report type)
  • When there is a multi-level lookup relationship (3 levels) involving only custom objects, a new standard report type will be created ("Custom Object 1 WITH Custom Object 2 AND Custom Object 3" report type)
NOTE: There are no other scenarios in which lookup relationships will create a custom report type. If you find a need for a report type that is not system generated, please consider creating a Custom Report Type. More details can be found in this documentation: Create a Custom Report Type


Master-Detail Relationships:
  • The "Allow Reporting" checkbox must be checked for custom objects (checking this box will also create a standard report type for the custom object)
  • When the custom object is the "child" in any master-detail relationship, a new standard report type will be created ("Parent WITH Custom Object" report type)
  • When there is a multi-level relationship (Master-Detail and/or Lookup relationships of 2 or 3 levels), a new report type will be created ("Master Object WITH Detail Object AND Lookup 1" report type)
NOTE: When a multi-level relationship is created (involving more than 2 objects), a Custom Report Type is automatically created. These DO count toward the organization's custom report type limit, and a Custom Report Type is not created if the organization's limit has already been reached. Additionally, it is possible to delete these system-generated custom report types. 
Knowledge-artikelnummer

000383026

 
Laddar
Salesforce Help | Article