Locate Subfolders for Custom Child Records When Customizing the Customer Count Report

When creating a custom Customer Count Report (Reports > New Report > Custom Count), only two main folders appear which contain all the fields available as filters or columns:

• Sales Rep
• Customer Count

If users need to use a field within a custom child record, e.g. a field from a custom record type linked to customer records, the user has to know the exact name of the field to be searched; otherwise, the search will not return any result. In some cases, users do not know the exact name of the field to be searched.

The easier approach is to know where the subfolder for the custom child records can be found. These subfolders are found under Customer Count > XXX (Record is Parent) where XXX is the label of the List/Record field from the child record.

Take this scenario as an example:

• A custom record type Passport is linked to customer records with this setup:
  
  1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
  2. Set Name to Passport Information and click Save.
  3. Under Fields subtab, click New Field.
  4. Set the following:
  - Label = Passport Owner
  - Type = List/Record
  - List/Record = Customer
  - Store Value = True
  - Record is Parent = True
  5. Under Display tab, set Parent Subtab to Relationships.
  6. Click Save.
  7. Under Fields subtab, click New Field again.
  8. Set the following for the second field:
  - Label = Passport Number
  - Type = Free-Form Text
  - Store Value = True
  9. Click Save & New.
  10. Set the following for the third field:
  - Label = Expiration Date
  - Type = Date
  - Store Value = True
  11. Click Save.
  
  The customer's passport information will look like this:
  
  Solution A.
  To use Passport Number as a column or filter on the Customer Count Report, locate the field under Customer Count > Passport Owner (Record is Parent) > Passport Number.
  
  Solution B.
  To use Expiration Date as a column or filter on the Customer Count Report, locate the field under Customer Count > Passport Owner (Record is Parent) > Expiration Date.