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Justin Szymik
Confused about Report Type
I'm working in the Reports & Dashboard module and got a little confused with regard to the 'Primary Object' and 'Related Object' as related to Record Type.
In your example: 'Contacts and Accounts' which is the Primary Object and which is the Related Object? The 'Getting Started with Reports and Dashboards' unit say one thing and the 'Using the Report Builder' say another. They contradict each other. Here are screenshots to help.
In your example: 'Contacts and Accounts' which is the Primary Object and which is the Related Object? The 'Getting Started with Reports and Dashboards' unit say one thing and the 'Using the Report Builder' say another. They contradict each other. Here are screenshots to help.
As per the report type one primary record can have more than one related records. For example if you have a parent child relation and want to create a report type then ideally parent always be the primary object and child would be related object. In your question on Accounts and contacts, Accounts should be the primary and contacts should be the secondary considering Account (Parent) --> Contact (Child)
let me know if it helps you :)
nagasfdc1@gmail.com