Very often it is observed that after creating the custom object which is related to other object, developers get surprise that where is the report option for my object with that custom object.
When creating a custom object, you can use the “Relationships” section to define relationships between this new object and other objects. For example let’s say you have a new object called “Expense” that you want to attach to an “Account“.
When you check the “enable reports” box and you go to the report wizard where you choose the type of data you want to report on, after the standard sections like “Accounts & Contacts”, “Opportunities”, “Administrative Reports” you’ll see a new section for “Other Reports”. When you choose that section you’ll see an “Expenses” report type only.
However, if you want to see a report linking “Expenses with Accounts” see below:
- Ensure that the relationship between accounts and expenses is a master-detail relationship.
- Look for the “Accounts with Expenses” report in the Accounts & Contacts section, not the “Other Reports” section because Account is the Parent object.
Lets take the example of our previously created application of the “Student and Courses“, in which course is the parent object.
As the parent object is not the standard object, in this case the report will be in the “Other reports” section as shown in below image.
As the parent object is not the standard object, in this case the report will be in the “Other reports” section as shown in below image.
Report of custom object with related object in Salesforce
Hi hope, this article will help to find the cause and solution that where is the custom objects report in salesforce.
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