Salesforce has significantly improved the Custom Report Type Builder with a major user experience (UX) overhaul. This update enhances usability, making it easier and more efficient for admins to create custom report types with a seamless and intuitive workflow.
Let’s dive into the details…
Why Use the Enhanced Custom Report Type Builder?
The Enhanced Custom Report Type Builder brings a more modern, intuitive, and efficient experience to Salesforce admins. Key improvements include:
- Streamlined UI: A visually appealing and easy-to-navigate interface enhances the workflow.
- Simplified Object Relationships: Easily define and manage relationships between objects.
- Improved Field Management: Better organization and accessibility of fields improve report customization. Easily add fields via lookup.
- Enhanced Productivity: Faster configuration and setup allow admins to focus on strategic tasks.
Where to Find It?
To access the Enhanced Custom Report Type Builder, follow these steps:
- Navigate to Setup: In the Quick Find box, enter and select Report Types.
- On the Custom Report Types welcome page, click Continue.
- Click New Custom Report Type to start building your report type.
How to Create a Custom Report Type
- Enter Report Type Details
- Select the Primary Object for your report type (this cannot be changed later).
- Provide a display label, API name, and description to help users understand its purpose.
- Choose a category to organize the report type.
- Select the availability status:
- In Development: Hidden from all users except those with the Manage Custom Report Types permission.
- Deployed: Available to all users.
- Click Next.
- Define Object Relationships (Optional)
- Click Click to relate another object to add related objects.
- Choose the relationship criteria:
- Each “A” record must have at least one related “B” record: Only parent records with child records appear in reports.
- “A” records may or may not have related “B” records: Parent records appear whether or not they have child records.
- Add more objects as needed and click Save.
- Customize Report Fields
- Click Edit Layout to manage which fields are available in reports.
- Drag and drop fields into the report structure.
- Rename fields for clarity.
- Create sections to organize fields logically.
- Hide unnecessary sections to streamline reports.
- Use Lookup Fields to pull data from objects not directly included in the report type.
- Deploy and Test Your Custom Report Type
- Once finalized, deploy the report type by selecting Deployed in the Custom Report Types page.
- Click the Actions menu next to the report type and select Start Report to generate a sample report.
- Click Details in the Actions menu to review report type configurations.
Note: For more details on custom report types, how they work and how to set them up check out this video.
Who Can Use This Feature?
The Enhanced Custom Report Type Builder is available in Lightning Experience across various Salesforce editions, including: Essentials , Professional, Enterprise, Performance, Unlimited and Developer editions.
Required Permissions
To create and update custom report types, users must have the Manage Custom Report Types permission.
Get Started Today!
The Enhanced Custom Report Type Builder is designed to provide a smoother, faster, and more user-friendly experience for Salesforce admins. With an intuitive UI, enhanced usability, and improved navigation, this update makes managing custom report types more efficient and accessible than ever before. Try it out today and enjoy the ease of reporting with Salesforce!
Ready to enhance your reporting experience? Head to Setup > Report Types and start building your custom report types now!
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