I was working in Salesforce Service Cloud, and customers were sending many cases about problems with different products. The support team wanted to see which case belonged to which product in one report.
However, Salesforce did not provide a standard report that shows Cases along with their associated Products in a single view.
To solve this, I created a custom report type that combined Cases and Product. This allowed the support team to generate a single report showing Case details, client information, Product name, Case status, and other important fields.
In this Salesforce tutorial, we will learn to create custom report types in Salesforce Lightning and Salesforce Classic.
Custom Report Type in Salesforce
In Salesforce, using Custom Report Type, we can create reports that we cannot with the standard report types. When these Standard report types do not meet our requirements, we create custom report types.
Custom Report Types enable us to define relationships between primary and secondary objects, which allows us to access fields from both objects in a single report.
We can build custom report types that include relationships between two or more objects in a single report type, for example, Accounts with leads, or Opportunities with Accounts and Contacts.
Create Custom Report Type in Salesforce Lightning
- On the Setup page of Salesforce Lightning, click on the Quick Find box and then search Report Types from the options, and under the section Report & Dashboards, select the report types.
- Now, on the Custom Report Types page, click the Continue button.
- In this step, click on the New Custom Report Type button to create a new report type.
- In this Step, we will define the custom report type by entering the required fields.
- In the field of Primary Object, select the object that you want to keep as primary.
- For example, if you are creating a custom report type with two objects, like Contacts with Leads, then select Contacts as the primary object.
- In the Report Type Label, provide the name of the report type. I have labeled this report type as Contact Details, and as we enter this field, it will auto-fill the Report type Name field.
- In the Description field, write the description regarding the custom report type.
- In the field Store in Category, select the category related to the custom report type. Since I’m creating a custom report type on Contacts, I have chosen Accounts and Contacts as a category.
- In Deployment Status, activate the “In development” checkbox. With Development status, this report type will be visible only to authorized administrators and their delegates. “Choose deployed when you are ready to let all users access this report type “.
- Lastly, click on the Next button.
- Now, we will define the report type. I have created this custom report type for Contacts only, so Contacts are the primary object, and I will click “Save ” to proceed.
- If I had created a report for Contacts with leads or Contacts with opportunities, I would have to select another object by clicking the click to relate to another object option.
- In case you have clicked on Relate Another Object to select a secondary object, then in this step, first click on “Select Object, and in the list of objects, select the object related to the report.
- For example, if you are creating a custom report for Contacts with Opportunities, select Opportunities from the objects list.
- Activate the check box in the A to B Relationship to select whether you want records of the primary object in the related object or not.
- After making these changes, click on the Save button.
As we click on the Save button, the New Custom Report Type named Contact Details will be created.
We have successfully created a custom report type in Salesforce Lightning using the steps above.
Create a Custom Report Type in Salesforce Classic
To create a custom report type in Classic first, we need to log in to the Salesforce account and then follow the steps below.
- On the Home page of Salesforce Classic, click on the Setup tab.
- Now, on the Setup page of Salesforce Classic, click on the Quick Find box and search for Report types, and then under the section Create, select Report Types.
- In this window, we will see the description of Custom Report Types. You can review it to understand the Custom Report Types, then click the Continue button.
- In this step, we will begin creating a new custom report type. To do so, click the New Custom Report Type button.
- In this step, we will fill in the required details to create a custom report type. We will fill in the details and click the Save button.
- In this report type, we have set Contacts as the primary object, and now we will select another object in relation to it.
- To select another object, click on the button Click to relate another object.
- Now we need to select an object from the list. Since I am creating this custom report type for Contacts with Opportunities, I have Opportunities set as the second object relative to the primary object, Contacts.
- In this step, activate the check box in the A to B Relationship to select whether you want a related record of the primary object in the related object or not. After choosing the relationship between objects, click on the Save button.
When we click Save, a new custom report type will be created, as shown in the picture below.
Now we have successfully created a new custom report type, Contacts with Opportunities, in Salesforce Classic.
Conclusion
In this tutorial, we learned how to create a new custom report type in both editions of Salesforce: Salesforce Lightning and Salesforce Classic. We also learned about custom report types and when they are required to create one.
You may like to read:
- Create Log a Call Report in Salesforce
- Change Column Name in Salesforce Reports
- Create An Opportunity Stage Conversion Report in Salesforce
- Schedule Reports in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
