Salesforce's report types are divided into standard and custom report types.
- Standard reports: Accounts, Contacts & Accounts, Accounts with Partners, Opportunities, and Opportunities with Products.
- Custom reports consist of custom objects created by users.
Currently, you can define up to 60 custom report types per organization.
*Requirements: Create 2 custom objects + Establish a Master-Detail relationship.
Create Report Types
Setup -> Report Types -> Continue -> New Custom Report Type
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Primary: Choose an object that you want.
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Regardless of the permissions held by the currently logged-in user, all objects are visible.
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Once saved, the primary object cannot be changed.
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If the primary object is a custom object and is deleted, all connected reports and dashboards will be removed.
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The names displayed in the primary are shown as the plural names of the objects.
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Report Type Label: The label that will be displayed on the page.
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Report Type Name: API name.
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Store in Category: Choose a category you want to save in.
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Deployment Status: Choose 'In Deployment.' when you are working on it. Except for users with the "Manage Custom Report Types" permission, other users cannot access the report type during this phase. Once the work is complete, you can change it to 'Deployed.'
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If you only need a report type for the specific custom object, you can simply press Save without any additional steps.
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If you want to expose a master-detail relationship on the report for that object, click on "Click to relate another object."
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Through the master-detail relationship, you can select up to four objects to be included in the report.
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Each "A" record must have at least one related "B" record: Choose this when records in the master-detail relationship are 'always' created when their parent record is created.
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"A" records may or may not have related "B" records: If the creation of child records doesn't always occur, you would select this option.
Why?
When there are blank values for child records in a report, adding a filter condition can lead to an error.
Organizing Report Fields
The initial completion looks like this. Click on "Edit Layout" at the bottom.
After defining the report type above, you need to choose the fields to be used in the report. The fields in the center of the screen can be used when generating the report, and fields that are not used should be excluded.
- You can select up to 1,000 fields.
- The field of Total Fields in Layout at the top of the page shows how many fields are included.
- The following fields cannot be added.
- Product schedule fields
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History fields
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The Age field on cases and opportunities
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Lookup fields on the Opportunity Team Member object
Deploy Report Type
Click Edit and check Deployed and Save.
Check Your Report Type
Now let's back to Report and click New Report to see if you have done it well.
Congratulations! You did well!
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