Universal Containers requires an analytics solution to evaluate cross-departmental customer metrics. The Leadership team needs to view a side-by-side comparative analysis of Account records, displaying related Opportunities in one section and related Cases in another. Both data sets must be grouped by Account Owner along the rows and Calendar Quarter along the columns. Standard single-object report types cannot combine these two independent related objects into a unified view. Which report configuration should an administrator implement to meet these requirements while respecting record-level security?
- Create a Joined Report using standard report types for Accounts with Opportunities and Accounts with Cases, adding both blocks and matching row and column groupings across blocks.Answer
- BBuild a custom summary formula on an Accounts with Opportunities report type that evaluates record-level Case duration using cross-object formula functions.
- CConfigure a Dynamic Dashboard set to run as a designated system administrator to bypass record access boundaries and merge Accounts, Opportunities, and Cases into a single Matrix component.
- DCreate custom roll-up summary fields on the Account object to aggregate Case metrics over a standard lookup relationship, then include those fields in a standard Matrix report.
Answer
The administrator should create a Joined Report using standard report types for Accounts with Opportunities and Accounts with Cases, adding both blocks and aligning row and column groupings across blocks.
Joined Reports are specifically designed to combine data from different report types into blocks within a single report view. As long as the blocks share common fields (such as Account Owner and Date fields), they can be grouped across blocks along rows and columns, satisfying the requirement to present Opportunities and Cases side-by-side while respecting user access permissions.
Step-by-Step Solution
Key Concept
Joined Report Format and Cross-Block Groupings