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Report type with or without records

Key Takeaway

When users need to see parent records that have no child records, choose the "may or may not" option. The "must have at least one" option leaves those parent records out.

A custom report type controls which objects and records a report can include. You choose between two options when you relate a child object to the primary object. Your choice decides whether parent records that have no child records show up in report results.

Primary object and related objects

To create or update custom report types, you need the Manage Custom Report Types permission. Every custom report type starts with a primary object. You can't change the primary object after you save the report type.

You can include fields from more than the primary object by adding related objects with "Click to relate another object". When you relate an object, you also pick the relationship criteria to control which records from the child object are included.

Platform Administrator Study Guide

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Describe the options available when creating or customizing a report or report type (join objects together, with or without records, renaming the fields, formulas, bucket, join reports, chart settings, hide details, grouping totals, troubleshooting fields at a high level)

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Report versus report type

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Custom report type object joins

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Report type with or without records

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Report filters and filter logic

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Cross filters on reports

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Grouping subtotals and grand totals

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Hide details on grouped reports

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Bucket fields on reports

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Report chart settings

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