Salesforce Features

Custom Report Types

Greater Customer Insight

Custom_report_types_thumb Professional, Enterprise, and Unlimited Editions

  • Create your own custom report types
  • Report on new combinations of objects and relationships
  • Customize the report wizard for end users

Looking for ways to deepen your organization’s understanding of your customers? With custom report types, administrators can generate new report types and include them in the reporting wizard so end users can get more insight into your customers.

Training and Documentation

Feature Details

  • Reporting Objects and Relationships: Create reports on up to four parent-child and lookup relationships that users see in their views of Salesforce. For example, create a report type that accesses all accounts, with at least one contact, at least one opportunity, and displays the account creator’s role.
  • Customizable Report Wizard: Customize the report wizard to make it easier for end users to create the reports they need. Administrators can group together and select the fields that are shown in the report wizard, making it easier for their users to find the fields they are seeking. Often-used fields can also be given prominence in the reporting wizard, further reducing the time it takes to create a report. In addition, administrators can modify the view picklist in the reporting wizard, making it easier for end users and managers to set the scope of the reports they create.

Note: This feature is enabled by default.

Custom_report_types_detail

4 Comments Bookmark

4 Comments

Ollie C
July 9

It looks like this doesn't support reporting across TWO children. For example, say you have "Income" and "Expense" transaction lists related to Accounts. Any reporting MUST be able to bring those two together under one account report, but this doesn't seem to support that. I was really excited about this feature, but it won't solve the problems we see, we'll be continuing with JavaScript hacks and using consultants, a great shame.
Thomas Tobin
July 9

Reporting across multiple related lists - two children objects, is still on IdeaExchange:
http://ideas.salesforce.com/article/show/61544/Report_on_multiple_related_lists_at_the_same_time

We know this is a popular request and would make the reporting much more powerful, and we'll be watching the vote count on this item closely relative to other analytic ideas.
nick turner
July 12

when will this go live, I need it urgently thanks
sam meltzer
July 21

When can this Custom Report Types be available for a try?
Can anybodt cobtact me ASAP?

Tks

Sam