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.

This Tutorial Covers:

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