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KushiKushi 

Create a custom report type Opportunity with Opportunity teams and Employee

There is a lookup on the Opportunity teams to Employee role but it still doesnt show when I try to create a report type. I have tried adding the Empl role object via lookup in the report type but no luck.

Any idea how this can be achieved?
Saravana Muthu 8Saravana Muthu 8
Hi,

Please make employee object as primary and opportunity team as secondary.

Then you can add Opportunity fields via Opportunity team.

Please let me know if it helps.

Please don't forget to mark this as solved if it's resolved.

Thanks,
Saravana
KushiKushi
Hi Sravana,

I cant even see the 'Opportunity Team' object when I try to create the report type.
 
KushiKushi
User-added image
Saravana Muthu 8Saravana Muthu 8
Hi,

Please check you have selected employee role correctly.

Because there may be 2 objects with the same name..

Thanks,
Saravana
KushiKushi
No Sravana..There is only one Employee Role Object.
Saravana Muthu 8Saravana Muthu 8
Can you please share the screen shot where you have the lookup relationship field to employee role?

Thanks,
Saravana
Saravana Muthu 8Saravana Muthu 8
Looks like you have created the lookup to employee role in the employee object itself. Can you please confirm it?
KushiKushi
User-added image

Here is the lookup field on the opportunity team
Saravana Muthu 8Saravana Muthu 8
Hi,

In the lookup field what is name for the related list label.

The related list label is displayed as related object in report type.

I think your Emloyee_Role__c field has Employee Role as related list label.

You can change it if you want so that you can differentiate relations.

Please let me know if it helps.

Please don't forget to mark this as solved if it's resolved.
Thanks,
Saravana
 
KushiKushi
'Employee Role' is the related list label, I just changed it to Empl Role.
Saravana Muthu 8Saravana Muthu 8
Now create report type primary object as Employee Role and you can see secondary object as Empl Role which is the Opportunity team object.

Now you can create report and get the result.

Thanks,
Saravana