How to report on two parent-child structures
You will notice that Labor Order is a child of Work Order Header, and Work Order Operation is also a child of Work Order Header.
I know its not possible to build a single report type that can handle this scenario.
Is this a situation where I MUST use a joined report? I havent built a joined report before, but it feels like that would be the solution.
Any advice? All help appreciated!
Are the following assumptions true?
A single work order header record has:
• A single labor order
• Belong to a single project
If both of those are true, I would create a custom report type that starts at the work order header level, then add an object B for work order operation, and object c for work order operations labor bookings.
Then, if its a lookup field to the labor order object and a lookup field to the project, you can pull those fields onto your report type through those lookup fields.
I believe that means your soltuion wont work, which means I am still looking for help!
Some resources to get you on your way: