View of Accounts that meet criteria of related Custom Object fields

[sfdevnick]

I have a custom object with master-detail relationship to Account. How do I make a view of Accounts that meet a combination of criteria against both the Acccount fields and Custom Object fields? In create view for the custom object, should I be able to see the Account fields as well? Does it work vice-versa - ie. create a view on account and see custom object fields?

[Harmpie]

If you don't want accounts that do NOT have the related object, you can simply create a mixed-criteria report selecting the "Accounts with <Custom Object>" type from the reports wizard. Ofcourse assuming you set the custom object to allow Reports.

Ofcourse you can always create a custom report type to allow also to display Accounts that do not have a custom related object.

[sfdevnick]

Thanks for the reply Harmpie. Under Reports tab > New Custom Report there are folders of reports to choose from. Under "Accounts and Contacts", there is not an entry for "Accounts with <Custom Object>". Under "Other Report" there is an entry for "<Custom Object> with Account". Is that the one you mean? (My Custom Objects does have reports enabled)

What I'm trying to do is not list Accounts that do or do not have a custom object attached. What I am trying to do is list Accounts that have a custom object attached that meets certain criteria. Will a custom report type do this? Or should the above "<Custom Object> with Account" be able to handle this?

Ideally, I would actually like to list Accounts that have an attached Custom Object A that meets various criteria AND an attached Custom Object B that meet various criteria.

[Harmpie]

Report type "<Custom Object> with Account" seems perfect for creating a report where the criteria are on Custom Object, but that means the relation of Custom Object to the Account is a look-up, not a master detail (I would expect the report to be in the Accounts & Contacts report list then).

Creating a report on sibling Custom Objects will probably not work at all (at least if you want to put criteria on both custom objects). Best way around this is some kind of roll-up or formula field on Account (and if necessary an APEX Trigger on custom object 2), that you fill with the fields you want to put criteria on for Custom Object 2.