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Question 237 - Certified Advanced Administrator (CRT-211) discussion

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The sales manager at Cloud Kicks (CK) wants to make sure the accounts that CK serves are happy. One way they track this is by how many open cases an account has with CK. The sales manager asks CK's administrator to build a report to show Accounts with Open Cases.

What report type would this be?

A.
Bucket Report
Answers
A.
Bucket Report
B.
Joined Report
Answers
B.
Joined Report
C.
Summary Report
Answers
C.
Summary Report
D.
Matrix Report
Answers
D.
Matrix Report
Suggested answer: B

Explanation:

A joined report is a type of report that allows you to create multiple report blocks that provide different views of your data. Each report block can have its own fields, columns, sorting, and filtering. A joined report can only be created from summary or matrix reports. You can use a joined report to show data from different report types or data sources on a single report. In this case, you can use a joined report to show Accounts with Open Cases by creating two report blocks: one for accounts and one for cases with a filter for open status. You can then join the two blocks by a common field such as Account ID or Account Name.

Reference: https://help.salesforce.com/s/articleView?id=sf.reports_joined_format.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_joined.htm&type=5

asked 23/09/2024
Renats Fasulins
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