How to Create a Custom Report Type for Accounts and All Interactions

To create a report that includes all interactions linked to an account, follow the steps below to set up a custom report type. Keep in mind that the standard “Accounts and Last Interaction” report type only shows the last interaction for each account.

Pre-requisite:

1. You need to be an administrator with the “Manage Custom Report Types” permission.

Steps:

1. Navigate to Setup, Search ‘Report Types’ in the Quick Find box, and select ‘Report Types’

2. Click on ‘New Custom Report Type’

3. On Step 1. Define the Custom Report Type – Populate the fields as follows:
   1. Primary Object: Accounts
   2. Report Type Label: Accounts with Interactions
   3. Report Type Name will automatically populate once you click off the ‘Report Type Label’ field
   4. Description: Accounts with Interactions
   5. Store in Category: Accounts & Contacts
   6. Deployment Status: Deployed

4. Click ‘Next’ to move on to Step 2. Define Report Records Set
5. Under the ‘Accounts’ box, click ‘(Click to relate another object)’

6. Select ‘Interactions’ as object ‘B’ and select ‘Each “A” record must have at least one related “B” record and ‘Save’

7. You can now create a report using your custom report type to reference all Interactions associated with Account records.