- Go to Setup->App Setup->Create->Report Types.
- Make a new Custom Report Type. Select the primary object as Account.
- On the next screen set the "B" object to Cases -- I use "with or without cases" so you can see accounts of yours that have no cases onthem.
- Save it. Now go to the reports tab and make a report of this type. When you get to the filter part you'll see that you can now filter by "My Account." You can also add regular criteria to case fields like Case.IsClosed so that you only see the open cases in the report, for example.
Monday, June 24, 2013
Reporting On "Cases Filed By My Accounts"
The other day a poster on the Best Practices board asked whether there was a way to filter a report on Cases by "My Accounts." By default, Case reports are filterable by the case owner, but not by account. Fortunately, there is a way to do this, it's just a little roundabout: you have to create a case report which is driven off of Account using Custom Report Types. Here's how.