How to Create a Custom Report in Salesforce
Here is a step-by-step tutorial to create a custom report in Salesforce:
- Click on the Gear icon on the top right and select Setup from the dropdown.
- Search for Report Types in the Quick find field.
- Hit Continue.
- Click on the New Custom Report Type button.
- Select the Primary objects (Record A) for your report (e.g. Accounts)
- Also, input the category under which the primary object falls.
- While testing, you can keep the status as In Development
- However, you will need to change it to Deployed if you want to push the report live. After that hit Next.
- Hit Click to relate to another object to add the B record.
- Select the B record. (e.g. Opportunities) and hit Save.
Also learn how to create a report in Salesforce.
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