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

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

report types salesforce

  • 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.

custom reports salesforce

  • 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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With a decade of experience in eCommerce technologies and CRM solutions, Virendra has been assisting businesses across the globe to harness the capabilities of information technology by developing, maintaining, and improving clients’ IT infrastructure and applications. A leader in his own rights his teammates see him as an avid researcher and a tech evangelist. To know how the team Virendra can assist your business to adopt modern technologies to simplify business processes and enhance productivity. Let’s Talk.