Activity Forums Salesforce® Discussions What is report type in Salesforce?

  • Anuj

    Member
    May 1, 2020 at 1:23 PM

    A report type is like a template which makes reporting easier. The report type determines which fields and records are available for use when creating a report. … For example, with the ‘Contacts and Companies’ report type, ‘Companies’ is the primary object and ‘Contacts’ is the related object

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  • Shweta

    Member
    May 1, 2020 at 2:18 PM

    A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. It determines which records are included in a report and also which fields can be added to the report.

  • Pooja

    Member
    May 1, 2020 at 4:35 PM

    A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab

  • Ratnesh

    Member
    May 4, 2020 at 6:44 AM

    In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. … Report types can be created to include both custom and standard objects and fields.

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