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Difficulty: MediumStandard/Custom Report Types and Formats

A Sales Operations Analyst needs a report displaying all Accounts and their related Support Cases. The report must include Account records even if they do not have any associated Support Cases. Additionally, the report metrics must be grouped simultaneously by Account Industry along the rows and by Case Status along the columns. Which combination of report type configuration and report format meets these requirements?

  1. Create a Custom Report Type with Accounts as the primary object and Cases as the secondary object defined with 'with or without' related records, then select the Matrix report format.Answer
  2. B
    Use the standard Accounts with Cases report type and select the Summary report format.
  3. C
    Create a Custom Report Type with Accounts as the primary object and Cases as the secondary object defined with mandatory 'with' related records, then select the Matrix report format.
  4. D
    Use the standard Accounts with Cases report type and select the Tabular report format.

Answer

Create a Custom Report Type with Accounts as the primary object and Cases as the secondary object defined with 'with or without' related records, then select the Matrix report format.
To display primary records regardless of whether they have related secondary records, a Custom Report Type must be created specifying that 'A' records may or may not have related 'B' records (an outer join). To group data simultaneously along two axes (rows and columns), the Matrix report format is required.

Step-by-Step Solution

1
Determine the required object relationship join type.
An outer join ('with or without' relationship) configured in a Custom Report Type is required to show parent Account records even when no child Case records exist.
Standard report types for parent-child objects enforce an inner join, which excludes parent records that lack child records.
2
Select the appropriate report format based on grouping requirements.
The Matrix format must be chosen to group data across both rows (Account Industry) and columns (Case Status).
Tabular reports do not allow groupings, and Summary reports only allow row-level groupings.

Key Concept

Custom Report Type Object Relationships and Report Formats
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Topics

Standard/Custom Report Types and Formats

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