Data Model
- the standard Opportunity object
- custom object called Objective
Both have an owner field.
Problem
Wanted to make a joined report as follows:
- Opportunities with Products as primary report type.
- Objectives as secondary report type
When adding the second report type, Salesforce told me (as I would expect) that the common fields would be from the "User" object.
The report however doesn't provide the results that I would expect.
As you can see, it either shows the record count on the left or on the right.
If I show the details, it seems that the 65 records that are on the right are not grouped according to the OWNER of those records but grouped by who created the record.
While in the left report type, the records are correctly grouped by the OWNER of the opportunities.
This seems very strange to me.
Any ideas on what could be the issue here?
Best Answer
Try creating two custom report types, the first one is Users with Opportunities, the second one is Users with Objectives. Then you should be able to create a join report with the two new report types and join them with the User object.