RE: How to create report with record that has lookup field and subgrid?
Hi USA80,
You can use Report Wizard to create a report which contains Food lookup field and sub-grid (N:N relationship).
Here are steps:
1.Go Settings > Customizations > Customize the system > Entities > Opportunity > N:N relationship to find the relationship between opportunity and Restaurant Types.
In Other Entity section, Display Option was set as "Do not Display" by default, you need change it, the N:N relationship can be available in Report Wizard while creating report.
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2.Reports entity are not show in the sitemap, you can find it in advanced Find(Or you can add it to sitemap directly with app designer).
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3.Create ‘Report Wizard’ button in new report page, then select entities.
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4.Set opportunity filter criteria as your need---show all opportunities with Food = Pizza, and add fields you need from these two entities
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5.Run report after setting all.
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6.Test result:
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Regards,
Leah Ju
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