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Difficulty: MediumStandard/Custom Report Types and Formats

A Renewal Operations Manager requests a single report view displaying Accounts alongside their active Contracts and open Cases. Contracts and Cases both relate to Account, but they do not have a direct relationship to each other. Which report configuration should the administrator use to fulfill this requirement?

  1. Create a Joined Report containing two blocks—one for the Accounts with Contracts report type and one for the Accounts with Cases report type—grouped by Account Name.Answer
  2. B
    Create a Matrix report using a custom roll-up summary field on the Account lookup to group Contracts along rows and Cases along columns.
  3. C
    Create a Summary report and add a summary formula to aggregate individual Contract and Case records simultaneously on each row.
  4. D
    Create a standard Accounts report and set the dynamic dashboard running user to display un-related child records.

Answer

Create a Joined Report containing two blocks—one for the Accounts with Contracts report type and one for the Accounts with Cases report type—grouped by Account Name.
Joined reports enable administrators to display views of data from different report types within separate blocks. By adding one block for Accounts with Contracts and another block for Accounts with Cases, and grouping both blocks by the common Account Name field, leadership can analyze both sets of child records in a single consolidated report view.

Step-by-Step Solution

1
Analyze the business requirement and object relationships.
Contracts and Cases are distinct child objects of Account without a direct relationship between themselves.
Standard multi-object report types require a hierarchical relationship path across joined objects.
2
Evaluate report format capabilities for handling disparate objects.
A Joined Report can combine up to 5 report blocks based on different report types.
Each block functions as a discrete sub-report with its own columns, filters, and sorting.
3
Identify the common field needed to join the report blocks.
Group both report blocks by Account Name.
Grouping by a shared common field aligns the data side-by-side across blocks.

Key Concept

Joined Report Formats for Disparate Objects
Estimated Time:1m 0s
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Topics

Standard/Custom Report Types and Formats

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