Salesforce IdeaExchange
Custom Reports - One Parent, Multiple Children
Sometimes when reporting, we'd like to be able to report on a parent object and multiple child objects, rather than straight down the parent-child-grandchild chain.
In our company, child contracts are produced from parents opportunities. Our finance team want to be able to look at the contracts and the Opportunity Products in the same report to allow them to work out what products are being sold for each contract we produce.
Could this not be a possibility or is there a way to link all three objects together to allow for combined reporting?
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GoSeattleMariners 08/29/08 |
Yes, we need this! In my MS Access consulting days, we called these Sub Reports. |
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drhohlsson 09/02/08 |
We have this same need in my organization. Many of our custom objects are built off of the Account object and do not have relationships to one another. We need a way, within the same report, to be able to look at multiple custom object details. |
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medicalpublish 09/03/08 |
i totally agree also, and I need to add reports that go across multiple objects and I have been informed that SFDC can only report across a max of 3 reports which is not enough |
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Scott_Jorgensen 09/09/08 |
medicalpublish: in a Custom Report Type you can define 4 levels of objects and from any of those objects you can include fields from Lookup releationships up to 5 levels. So really, you've got a maximum of 9 levels of objects in your reports... not 3. |
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david_van_'t_hooft 09/10/08 |
O yes this is needed if you have a many to one to many relationship on 3 objects where you want to run a report on. Than you can start with the middle object and get all the information for from the 2 other objects that are the many relation ship. With the combination of the 4 levels and the lookup possibility you will not be able to do that. |
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tt 09/11/08 |
I need to merge this and http://ideas.salesforce.com/article/show/61544 - which should I merge into the other? This explicity calls for the change to be made in CRTs - i.e. it could not be in the report writer (where we would select multiple report types to include). |
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bentsib 09/20/08 |
We have the same for our customers - would be great to have it as soon as possible |
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jennyef 09/23/08 |
Yes totally agree! |
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MissouriAdmin 09/23/08 |
This would be VERY useful. Currently Restrictive in the way we can patch objects together to report on the data. |
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andy_rouse 09/25/08 |
Potential Fix - This (potentially) solves my specific problem. I've added a lookup field from the parent opportunity to it's child contract (i.e both contract and opportunity have a look-up field to each other) so that I can treat EITHER contract OR opportunity as a parent, depending on my needs. However, it's still horribly circular and won't fix everybody's problems here. Hope it helps some people. |
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bgross 09/25/08 |
I have to agree this is something desperately needed in Salesforce. In our situation, we have Opportunities with child objects of Products and Payments (Payments is an object we created). Every opportunity we have has products and payments listed. We have tried to create a single daily report that allows us to show the daily sales for each opportunity with the products and payments made. Though this is not working for us because we do not have the ability to search on multiple child objects. |
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geckogal 09/25/08 |
Absolutely agree! Had this situation just today. |
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john_colenberg 09/26/08 |
This function will help my company's reporting immensely. |
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dwcc 09/29/08 |
Desperately needed. We want a report on Accounts with all Activities and Opportunities - not just Activities related to Opportunities. |
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spukal 10/06/08 |
We need this as well. We need to be able to report an aggregate or roll up of utilization and revenue from multiple child accounts to one parent account. |
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upsydaisy 10/10/08 |
I totally agree this is something we require urgently in order to report on multiple children we have created at both account level and a custom object level. |
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DrCRM 10/13/08 |
Reporting on two siblings of the same parent is indeed a critical feature request. There are many use cases that this feature would apply. |
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ocorteville 10/17/08 |
We need this as well. We need to be able to report an aggregate or roll up of utilization and revenue from multiple child accounts to one parent account |
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alexi2403 10/21/08 |
This would be a great feature as it would make it much easier for us to create mailing lists as at the moment we require 3 levels of which the 3rd can not be added to the report. The parent is Account details, the first child is Contact (with Account as the key), but the second child can only relate to the contact via the Account data so it is impossible for us create this report currently. If this idea is not going to be implemented can someone please offer me some advise on how I might overcome this problem...? Thanks, Alex |
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marylou 10/24/08 |
This would massively help us too. We have two child objects attached to a single parent object. We need to be able to report on all three, but at the moment to do this we have to run two separate reports and pull them together through Excel. This is a workable solution, but it leaves it open to errors and running the report takes much more time and effort than should really be needed. It would be so simple just to be able to create a custom report type to include two independent child objects in one report. |
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delivron 10/29/08 |
I also have the same problem. As a former Goldmine user I have an object (table) called Details. That object is related only to the Accounts. But I need to join the details to contacts through the account table. Unfortunately this is currently impossible without another program and joining tables. |
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edgar_aguilar 10/30/08 |
I am a new user getting to know the ins and outs of salesforce.com,being that said I want to add value to this forum. In my experience as a developer I encounter this particular problem almost always,the solution is based on the relational database concept of one to one or one to many relationships,in order to get details from diffents sources they need to be related, there has to be a unique identifier(key field) included in the source tables that will link the records and produce the results that you all spect. parent(ID)will be key field; parent(ID),child 1 (ID); parent(ID),child 2 (ID). Notice I included parent(ID) in all three instances(tables) I hope this helps hernando_aguilar@yahoo.com |
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jns100 10/31/08 |
This is the weakest point of the Salesforce.com reporting tool. Implementing this idea would be a true time saver and reduce the total # of required reports. |
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goldenfool 11/04/08 |
absolutely needed! I just had to spend an hour matching contact IDs in Excel to get the sibling reporting I needed. |
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goldenfool 11/04/08 |
*** |
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romandraut 11/07/08 |
I totally agree with this concept. We have Cases with a custom Product Info object that we use to capture items being returned. We also use Case Comments for any internal, non-customer related notes. To be able to report on all three of these together would be excellent. |
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sethwilliams 11/19/08 |
I also want to create a single daily opportunity report, which to the best of my knowledge is impossible in Salesforce. The closest I can come is by creating multiple reports with differing filter criteria. Turning each of those reports into groups embedded in a larger report would fix that. My solution is this: I want to create a report where I can apply filter criteria to individual groupings. Right now they have groupings set up where identical field information can be grouped and subtotaled. I want to have a report that displays what my each of my customized Opportunity Views shows but in one single report grouped by context. Can you think of any way I can do that? Trying to get my CEO to look at 3 separate Opportunity views isn't working and I need to have a single report showing each of our views: Potential Winners, This Weeks Followups, & Past Due Followups (which are simply just filters). |
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marco_teulings 11/20/08 |
this is definitely needed. I have the same problem and am looking into Jasper4Salesforce to solve this problem |
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