Question

Object B has a lookup relationship to Object A. Object C has a lookup relationship to Object B. A developer needs to run a report on A records with C records. How can the developer accomplish this?

1) Create a custom report type that includes A with B with C
2) Create a summary report with a custom summary formula summarizing by A, then B, then C
3) Create a matrix report with A and record as column headings and C records as row headings
4) Run a report using the standard report type: A with B with C

Answer 1

To report on Object A records with Object C, the developer should create a custom report type that includes A with B with C, considering the lookup relationship chain between them.

Step-by-step explanation:

The question pertains to the generation of reports in a Salesforce-like environment, where a developer needs to run a report on records from Object A that are associated with records from Object C, considering there is a lookup relationship chain from Object A to B to C. To achieve this, the developer should:

1. Create a custom report type that includes A with B with C. This will allow reporting across the objects leveraging the lookup relationships that exist between them.

Options such as creating a summary or matrix report would not inherently resolve the need for a custom relationship chain. Utilizing a standard report type would only work if the required relationships are already predefined in the platform.