[SalesForce] How to create Report: My Accounts and My Account Team Accounts

Create a custom report type (Setup -> Create -> Report Types).

Call it "Accounts With Timesheets" or something like that, starting object would be Account. Relationship - I think it'd be best to set it to "with or without".

On the next page you'll be selecting fields to include (scroll down to the "Edit layout"). On the right side there will be blue "view" box with option to add fields related via lookup. You can use this to go from "Account Type 1" to it's parent "Account Type 2".

Add as many fields as you need, maybe also create a new section, call it "Parent Account" and move the new fields there (will be easier for users to identify which field they want to use in the report).

Notes:

1. The problem with custom report types is that they don't update automagically whenever you add a new field - standard report types are better. You'll have to remember to add new Account / Timesheet fields here whenever user comes to you couple weeks later that he can't report on something he'd like to see.
2. Report types can span over 3 objects (4 if there's Master-Detail involved). If there are some complex things under the Timesheet object you might decide to create a report type that starts from timesheet, goes down to these objects and you can always "go up" with this "add fields via lookup".
3. There's no easy way to transform report created with one report type to use another one. Plan ahead or you'll have to recreate them from scratch.

You can get this information by running queries.

1. Go to workbench.developerforce.com
2. Login using your Salesforce credentials
3. Select the SOQL Query option
4. For Object, choose the CaseShare object.
5. Enter the following query in the "Enter or Modify a SOQL query" field: SELECT CaseAccessLevel,CaseId,Id,IsDeleted,LastModifiedById,LastModifiedDate,RowCause,UserOrGroupId FROM CaseShare WHERE IsDeleted = FALSE 6.Choose the "Bulk CSV" option under the "View As" field. 7.Click on the query button. 8.Download results by clicking on blue arrow. 9.Go back to the SOQL screen and choose User as the object. 10.Enter the following query in the "Enter or Modify an SOQL query" field: SELECT Id,IsActive,Name FROM User WHERE IsActive = True
6. Select Bulk CSV in the View As: field. 12.Click on the query button.
7. Click on the download button with the blue arrow.
8. Now that you have exported both queries out to Excel use VLookup to match the UserOrGroupId column on the CaseShare table with the ID column on the User table and return the Name column value on the User table to the CaseShare table.

This will show every Case the user has access to whether it is because of ownership, Teams, Manual connection, Rule, or being an implicit child. The RowCause field on the CaseShare object notes the reason why the user has access. The values for the RowCause field are Implicit Child, Manual,Owner, Rule, Team. If you have questions on VLookup, leave a comment and I can provide instructions for that. Hopefully this is helpful to you.