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Activity › Forums › Salesforce® Discussions › What are Custom Reports in Salesforce?

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  • shariq

    Member
    September 20, 2018 at 7:39 AM

    Hi,

    Custom reports in Salesforce are those created by a user with specific criteria. These type of report can be deleted, edited and stored in personal folders.

    The custom report is a specialized report of your transactions for a time period that you specify. For example, you can design a report that lists all transactions over a 3-day period for a particular credit card, or a report that lists only particular types of transactions (for example, declined Sales and Authorizations) for all credit cards over a 5-day period.

    Thanks

  • [adinserter block='9']

  • Parul

    Member
    September 20, 2018 at 9:34 AM

    Adding some points:

     

    Custom Report Types are a fantastically easy way to create complex, dynamic reports that go beyond standard Salesforce reports.. 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. By default, you get given various standard reports that Salesforce generates automatically for you. These reports link standard objects together like Accounts with Opportunities, Opportunities with Products, as well as reporting on Objects on their own,

    e.g. “Cases”. If you also create custom objects and add lookup/master-detail relationships, Salesforce will automatically create standard report types for these as well, such as Opportunities with Shipping or Opportunities and Shipping (Depending on whether it is a lookup or master-detail).

     

    Custom report types can include up to 4 objects in a parent-child mode, include fields from lookups to other object as well as a whole bunch of other features, let’s take a deeper look. To get started on CRT please navigate to..

     

    Thanks

  • Anjali

    Member
    September 20, 2018 at 1:10 PM

    Hi,

    Custom report type can be created by selecting the objects of your interest and their relationships. The wizard will give access to all child objects of these selected objects. This type of report can be customize as per user need.

  • Avnish Yadav

    Member
    September 29, 2018 at 10:14 PM

    Hello,

    A Custom Report is a report that you create. You pick the dimensions (City and Browser, for example) and metrics (Sessions, Pageviews, and Bounce Rate, for example) and decide how they should be displayed. You must specify at least one dimension and one metric. Learn about dimensions and metrics.

    You can create a custom report by going to -

    Setup -> Create -> Report Types -> New

    Thanks.

  • Divya

    Member
    November 1, 2018 at 12:56 PM

    Hi,

    Custom Report Types are created by a System Administrator, or by a User whose Profile includes the “Manage Custom Report Types” permission. They allow us to define a foundation of objects and fields, which can be leveraged by your system's Users when creating Reports.

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