[SalesForce] What causes an object’s formula field to become unavailable in reports

You can do this with Custom Report types (CRT). First, create a custom report type for Contacts with Milestones by going to My Name -> Setup -> Create -> Report Types. Choose Contacts as the base object and then add a relationship for Milestones.

Create a new report based on the new CRT and you can filter on MilestoneType:

Unfiltered:

Filtered:

Edit To show only Contacts who are Deacons and NOT retired we need to use cross-filters.

Unfiltered, showing updated Contacts. Note that the Contact "Second Test" has milestone types of both Deacon and Retired, while the other is just Deacon.

By setting a cross-filter of Contacts without Milestones and Milestone Type equals Retired we filter "Second Test".

I think you'll have to cheat a bit on that one...

1. Make a rollup summary field on Account that would calculate count of "Financial Accounts". Use the optional filter options (on the bottom of the field wizard page where you select COUNT/SUM/MAX etc) to filter them by Status=Active.
2. This field on account should now become accessible in any kind of reporting that relies on "Relationship Group Member" - since it's a junction object you'll probably be even able to pull it on the related list of "rel group members" under "Relationship Groups".
   • If for some reason you can't - cheat by creating a formula field on the junction object that would point to the Account
   • or maybe just create a custom report type and "add fields via lookup". But I think it will work out of the box
3. That's it, should be reportable/queryable now? Apply rest of the filters you need.