Report Types in Salesforce

Learn All About the Report Types in Salesforce

A report is a list of records that meet certain criteria. These records are visualized as a table that can be filtered or grouped based on any field.

Report Type 

Report type determines the set of records available in the report. Each report is based on a certain report type. When generating a report, the report type is selected first. Each report type has a base object and one or more related objects. All these objects must be directly or indirectly related to each other. 

Standard Report Type:

The standard report types are automatically included in custom and standard objects with the Allow report check box selected.
Standard report types are not customizable and automatically include standard and custom fields for each object in the report type. Standard report types are generated when objects are created and when relationships are created. 

Custom Report Type:

The Custom Report Type is a report template designed to simplify the reporting process. Custom reports are created by administrators or users with Manage Custom Report Types privileges. If the standard report type cannot specify which records can be used in the report, a custom report type is created.
In custom report types, you can specify which objects can be used in a particular report. Base objects must relate directly or indirectly to other objects in the report type. The object relationships supported by the custom report type are:

  1. Include all records with child elements.
  2. Include everything that may or may not have child elements.

dont miss out iconDon't forget to check out: Relationships in Salesforce Financial Services Cloud

Types of Report

Salesforce has four types of report formats. 

1. Tabular Report: It is the most basic report format. Displays multiple records on the table with the Grand Total. It is easy to configure, but it is not available when creating data or diagram groups and is not available on the toolbar. They are mainly used to generate a magnificent entire list or list.

2. Summary Report:  This is the most commonly used report type. This allows you to group data strings and create graphics for replacing replacements.

3. Matrix Report: It is the most difficult report format. The Matrix report summarizes the information in the format of the mesh format. This allows you to group records with columns and lines. You can also use dashboards to create dashboards. You can add diagrams to this type of report.

4. Joined Report: Reports of this type. Let's create a different data view from multiple report types. Data is combined and reports are organized into blocks. Used to group and display data from different report types in different views. 


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