How To Create A Custom Report Type In Salesforce

In this blog, we will learn about custom report type creation in Salesforce. You can not analyze anything from a pile of data. So to interpret your data clearly you will need reports. There are some built-in report types available in org but sometimes for custom objects or for combining multiple objects, we have to create additional report types. Below are the steps to do that.

• 1. Go to Setup > In Quick Find Box enter report type > Select Report Type
• 2. Click on continue if you have an information page.
• 3. Click on New Custom Report Type

Also Read: How To Create A Flow In Salesforce?

• 4. Fill details and do not forget to select Deployment Status as Deployed
• 5. Select Next and set relations which you want to set in your report

• 6. Click on Save and you are done.
• 7. After setting this you will have a detail page of your record type.
• 8. For editing layout of your report type click on Edit Layout button.

• 9. Save and All set.

You can create your report now using this report type.

I hope this blog will help you. Keep reading for more topics.

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