Custom reports

Custom Report types allow you to build a framework in the Report wizard. Here, users can create and customize reports. You build custom report types between objects so that you can:

• Choose which standard and custom objects to display to users who are creating and customizing reports

• Define the relationships between objects displayed to users who are creating and customizing reports

• Select which objects' fields can be used as columns in Reports.

Creating custom reports

Following are the steps to create a Custom Report:

1. Log in to your Salesforce account.

2. Click (Setup) > Setup > Feature Settings > Analytics > Reports & Dashboards > Report Types.

   Report Types

   

   This displays the Custom Report Types page as shown in the following image:

   Custom Report Types

   

3. Click Continue.

   The following All Custom Report Types page is displayed:

   All Custom Report Types

   

4. Click New Custom Report Type.

   The following page gets displayed:

   New Custom Report Type

   

5. Select the required Primary Object.

6. Enter the Report Type Label.

7. Enter the Report Type Name.

8. Enter the Description.

9. Enter the Store in Category.

10. Select the Deployment Status.

    A report type with Deployed status is available for use in the Report wizard. While in Development, Report types are visible only to authorized administrators and their delegates.

11. Click Next.

    This displays the details on your screen as shown in the following custom report type page:

    

12. Click Save.

    This displays the following screen:

    

13. Go to Reports > New Report.

    This displays the following Choose Report Type page:

    

14. Click Continue.

    This displays the details as shown in the following image:

    

    Note:

    Your Report type has three panels, namely Fields, Filter, Preview as shown in the preceding image.

    You can double click on any of the fields in the Fields panel or Drag and drop the required field from the Fields panel under the Preview panel to generate the Report as per your requirements.

15. Click Run.

    This generates a report as shown in the following image:

    

    Note:

    You can click Edit, if you want to make any further changes to your Report.

16. Click the drop-down arrow and select Save.

17. Enter the Report Name.

18. Enter the Report Description.

19. Enter the Report Unique Name.

    Note:

     When you enter the Report Unique Name, ensure that it begins with a letter and use only alphanumeric characters (A to Z and 0 to 9)Also, this name cannot end with an underscore or two consecutive underscores.

    For example,

    • d395j _ _ (Incorrect)

    • d395 _ _ j (Incorrect)

    • d39_5j (Correct)

20. Select the required Report Folder.

    If you want to keep your Report confidential, for any given reason- Select My Personal Custom Reports folder.

21. Click Save.

    You have successfully created your Custom Report.