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Process of Creating a Report with a Multiple Hierarchy


To create a report with a multiple hierarchy, depending on your project requirements, you can perform the following tasks in this suggested order:

  1. Creating Object Definitions For a Multiple Hierarchy Report
  2. Creating a Design File For a Multiple Hierarchy Report
  3. Defining Controls and Labels For a Multiple Hierarchy Report
  4. Building, Running, and Testing a Multiple Hierarchy Report

In this example, an account report is created that provides a list of opportunities and associated competitors for each opportunity, and a list of contacts for each account. This report displays relationships in a three level hierarchy, where the parent is at the top of the hierarchy and the grandchild is at the bottom of the hierarchy:

1 Parent
  1. Child
  2. Grandchild
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