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Even When Search Criteria Are Set in a Custom Report Type, the Intended Records Are Not Displayed

Veröffentlichungsdatum: Dec 19, 2025
Beschreibung

When a Custom Report Type uses the 'A records may or may not have related B records' relationship setting, filters applied to the child object may not exclude parent records as expected. This causes records to appear in the report even when they do not match the filter criteria.

Lösung

If the custom report type's object relationship is set to "A records may or may not have related B records," parent records (A) may appear in the report even if they do not match the filter criteria for the child object (B), or filtering may not work as intended.

To extract only the intended records, change the report type relationship settings using the following steps:

  1. Go to Setup > Report Types.

  2. Select the relevant report type.

  3. Click Edit Report Type.

  4. In the Object Relationships section, change the relationship to Each "A" record must have at least one related "B" record.

Click Save.

Nummer des Knowledge-Artikels

005237172

 
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Salesforce Help | Article