Products and Shipments with Orders Report

Important – This report must be done in Salesforce Classic as the joined report function is not available yet.

Step 1

Create a report for ‘UPS Shipments with Order’

Step 2

Select Report type ‘Joined’. This will allow you to add other relationships to the report.

Step 3

Click add report type

Step 4

Add a new ‘Orders with Products’ Report type.

This is what you should see

Step 5

Remove order number from each of the reports

Step 6

Add order number into here:

Step 7

Add the following filter:

Order: Status equals “Activated, Replacement Shipped, Replacement received, Delivered”

Step 8

Save the report

Final Result

About the author

Chris Hall
By Chris Hall