How to build a report with fields from multiple different objects?
Overview
This article will outline the steps to build a report with fields from multiple different objects. It will demonstrate how to create a report that shows the faculties under a session and the session times within a session, filtered by the course offering term.
Steps
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Identify Fields and Relationships: First, identify the fields you need and the relationships between their respective objects. In this article, we'll focus on the following objects:
- Course Offering: Used to filter by term.
- Session: Used to display all sessions.
- Session Time: Used to show the session times within a session.
- Session Connection: Used to show the related faculty under the session time
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Create a Custom Report Type: Navigate to Setup > Report Types > Create a New Custom Report Type.
- In Step 1, select the primary object. For this report, the primary object will be the Course Offering since we'll use the term field in the course offering to filter and display sessions under it.
- Fill in all the required fields, change the status to Deployed, and click Next.
- In Step 2, add the related objects based on their relationships.
- In Step 1, select the primary object. For this report, the primary object will be the Course Offering since we'll use the term field in the course offering to filter and display sessions under it.
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Create the Report: Once your custom report type is set up, go to Reports and create the report using the custom report type.
- Set Up the Filter Criteria
- In the report, set up the filter criteria to filter by the display term from the Course Offering.
- Add a filter to show only the Session Connection records where the faculty flag is checked. This ensures the report displays only the faculty members associated with the session times.
- Add Necessary Columns
- Add the columns needed to the report to display relevant information, such as faculty names, session times, and any other necessary details.
- Group the rows if needed. For example, this report groups the Course Offering by name, which will display the sessions under each course offering's course name. This can improve readability. You can skip this step if it is not necessary for your use case.
- Set Up the Filter Criteria
These steps should help you create a simple report with fields from different objects. Keep in mind that the configuration may vary based on specific requirements.