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

This article explains why filter criteria on a Custom Report Type may not exclude parent records as expected, and how to fix it.

Why This Happens

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.

Steps to Resolve

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.