{"id":3179,"date":"2020-06-08T07:28:53","date_gmt":"2020-06-08T12:58:53","guid":{"rendered":"https:\/\/www.emizentech.com\/blog\/?p=3179"},"modified":"2022-01-21T11:42:34","modified_gmt":"2022-01-21T11:42:34","slug":"create-custom-report-types-salesforce","status":"publish","type":"post","link":"https:\/\/multisitelocal.ezxdemo.com\/blog\/create-custom-report-types-salesforce.html","title":{"rendered":"How To Create A Custom Report Type In Salesforce"},"content":{"rendered":"<p>In this blog, we will learn about custom report type creation in <a href=\"https:\/\/multisitelocal.ezxdemo.com\/salesforce.html\">Salesforce<\/a>. 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.<\/p>\n<ul>\n<li>1. Go to Setup &gt; In Quick Find Box enter report type &gt; Select Report Type<\/li>\n<li>2. Click on continue if you have an information page.<\/li>\n<li>3. Click on New Custom Report Type<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-3182 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/custom-report-type-1.png\" alt=\"custom report type\" width=\"1321\" height=\"559\" \/><\/p>\n<h4>Also Read: <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/how-to-create-flows.html\">How To Create A Flow In Salesforce?<\/a><\/h4>\n<ul>\n<li>4. Fill details and do not forget to select Deployment Status as Deployed<\/li>\n<li>5. Select Next and set relations which you want to set in your report<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3184 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/report-types-salesforce.png\" alt=\"report types salesforce\" width=\"1029\" height=\"475\" \/><\/p>\n<ul>\n<li>6. Click on Save and you are done.<\/li>\n<li>7. After setting this you will have a detail page of your record type.<\/li>\n<li>8. For editing layout of your report type click on Edit Layout button.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3183 size-full\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/custom-reports-salesforce.png\" alt=\"custom reports salesforce\" width=\"1080\" height=\"466\" \/><\/p>\n<ul>\n<li>9. Save and All set.<\/li>\n<\/ul>\n<p>You can create your report now using this report type.<\/p>\n<p>I hope this blog will help you. Keep reading for more topics.<\/p>\n<p>Need help with a project? Hire us and collaborate with one of the leading <a href=\"https:\/\/multisitelocal.ezxdemo.com\/salesforce-consulting.html\">Salesforce consulting<\/a> partners.<\/p>\n<h4><a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/component-communication-in-lwc.html\">How To Do Component Communication In LWC<\/a> and <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/configure-time-based-workflows.html\">How To Configure Time-Based Workflows<\/a><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>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<\/p>\n","protected":false},"author":39,"featured_media":3195,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"MSN_Categories":"Uncategorized","MSN_Publish_Option":false,"MSN_Is_Local_News":false,"MSN_Is_AIAC_Included":"Empty","MSN_Location":"[]","MSN_Add_Feature_Img_On_Top_Of_Post":false,"MSN_Has_Custom_Author":false,"MSN_Custom_Author":"","MSN_Has_Custom_Canonical_Url":false,"MSN_Custom_Canonical_Url":"","_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[87],"tags":[],"class_list":{"0":"post-3179","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-salesforce-development"},"modified_by":"emizentech","featured_image_src":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/How-To-Create-A-Custom-Report-Type-In-Salesforce-1-1.jpg","featured_image_src_square":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-content\/uploads\/sites\/2\/2020\/06\/How-To-Create-A-Custom-Report-Type-In-Salesforce-1-1.jpg","author_info":{"display_name":"Virendra Sharma","author_link":"https:\/\/multisitelocal.ezxdemo.com\/blog\/author\/salesforce"},"_links":{"self":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts\/3179","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/comments?post=3179"}],"version-history":[{"count":0,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts\/3179\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/media\/3195"}],"wp:attachment":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/media?parent=3179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/categories?post=3179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/tags?post=3179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}