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Difficulty: HardStandard/Custom Report Types and Formats

An administrator needs to configure a Custom Report Type to support tracking customer subscription renewals. The report type must join Accounts as the primary object (Object A), Contracts as the secondary object (Object B), and Subscriptions as the tertiary object (Object C). Management requires the report to include all Accounts regardless of whether they have related Contracts, while Contracts should only appear if they have at least one related Subscription. Furthermore, report creators must be able to add the Account Owner's Manager's Name to reports without creating custom formula fields on the Account object. Which TWO configuration steps must the administrator complete when defining this Custom Report Type?

  1. Set the Object A to Object B relationship to 'Each "A" record may or may not have related "B" records', and the Object B to Object C relationship to 'Each "B" record must have at least one related "C" record'.Answer
  2. Use the 'Add fields related via lookup' option in the Custom Report Type field layout editor to reference and add the Manager field from the User record linked to the Account Owner.Answer
  3. C
    Set the Object A to Object B relationship to 'Each "A" record must have at least one related "B" records', and the Object B to Object C relationship to 'Each "B" record may or may not have related "C" records'.
  4. D
    Create a summary formula column inside the report builder to query and display the Account Owner's Manager field dynamically.
  5. E
    Configure the report type running user to dynamic dashboard settings to automatically expose field-level hierarchy data to report authors.

Answer

To satisfy the requirements, the administrator must configure the object relationships so that Accounts may or may not have related Contracts (outer join), while Contracts must have at least one related Subscription (inner join). Additionally, the administrator must use the 'Add fields related via lookup' feature in the Custom Report Type layout editor to add the Account Owner's Manager field.
The correct configuration steps involve setting the object relationship for Contracts to 'with or without' related records so that Accounts without Contracts are retained in report results, while setting Subscriptions to 'with' related records so that only Contracts possessing Subscriptions appear. Furthermore, utilizing the 'Add fields related via lookup' tool within the Custom Report Type layout interface enables fields up to 4 relationship levels away (such as the Account Owner's Manager) to be included directly in reports.

Step-by-Step Solution

1
Define Object Relationships
Configured Accounts (A) to Contracts (B) as 'with or without' (outer join), and Contracts (B) to Subscriptions (C) as 'with' (inner join).
Ensures all Accounts are listed regardless of Contract records, but only Contracts with at least one Subscription record are evaluated.
2
Customize Report Layout Fields
Accessed 'Edit Layout' on the Custom Report Type, clicked 'Add fields related via lookup', navigated from Account Owner to User Manager, and added the field to the layout.
Allows report builders to pull lookup fields up to 4 levels away directly onto reports without needing custom schema formula fields.

Key Concept

Custom Report Type Object Relationships and Field Layout Editing
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Topics

Standard/Custom Report Types and Formats

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