How to Create a Custom Report Type
Have you ever struggled to find the correct report type for the report you’re wanting to create? AIM users have the ability to create custom report types when the standard Salesforce report types don’t provide enough visibility into the records and fields needed. This enables users to create reports from the predefined objects, object relationships, and specific fields.
- Full Salesforce license
- “Manage Custom Report Types” permission checked
- Navigate to the gear icon in the upper right-hand corner and click ‘Setup’.
- In the Quick Find bar, type ‘Report’ and select ‘Report Types’.
- Here, you will be able to view all of the Custom Report Types already available.
- To begin the process of creating a new report type, click ‘New Custom Report Type’.
- The first step is to choose the primary object to determine which will be the focus of reports generated by this report type.
- For example, if reporting on ‘Accounts with Contacts’, select ‘Accounts’ as the primary object.
- Next, in the ‘Report Type Label’ field, enter a name that identifies what it will report on.
- To keep consistent with the example above, I would simply label the report type as ‘Accounts with Contacts’.
- In the Description field, give users a quick overview of what this report type reports on.
- Choose the appropriate picklist value in the “Store in Category” field depending on the objects used in this custom report type.
- Lastly, if you want this report type available to choose from (you’ll check this 99.9% of the time), select “Deployed” in the “Deployment Status” field. Otherwise, select “In Development” if you’d like the report type to only be visible to authorized administrators and their delegates.
- Next, we are going to define the object relationships of this record type. I will choose the Contacts object to relate to Accounts, the primary object previously chosen. Accounts are the parent object and contacts are the child object. You can select up to a maximum of three child objects when creating a custom report type.
- Since we want to report on Accounts with Contacts, I’m going to select the first checkbox, ‘Each “A” record must have at least one related “B” record’. ****You also have the option to select the second option, “A” records may or may not have related “B” records. In this example, the report would show Accounts with or without Contacts****
This means that an Account must have at least one Contact associated to be able to show up with this report type. Thus, only parent records with child records are shown in the report.
Lastly, we are able to customize which fields from each object are available for the report. In the section entitled ‘Fields Available for Reports’, click ‘Edit Layout’.
- The box on the right-hand side allows you to toggle between the objects to be able to drag the available fields into the ‘Field Layout Properties’. For example, when looking at the account fields box, we noticed there is a field called ‘Primary Coverage’ that is currently not visible on our custom report type and so we would need to click and drag that field from the box to the left, into the field layout properties.
- You will also notice there is a ‘View’ drop-down that allows you to browse over the fields for both objects that you selected in the custom report type, to ensure fields from Account and Contact are visible in your report.
- If you are still not seeing fields that you need, there is also an option called ‘Add fields related via lookup’ which allows you to bring in additional fields by clicking on the available fields that are related to the selected object.
- Now, our Report Type is available for all users to leverage.