To enable reports to pull data from more than just the primary object, consider adding one or more related objects to your report type.ģ. Add Child Objects To Your Custom Report Type Mark it as “in development” until you’re ready to make it available for users to create reports.Ģ. Users designated as a translator with the “View Setup and Configuration” permission can translate custom report types using the Translation Workbench.Ĭhoose the primary object your new report type will support, then give it a name and a useful description. When you’re done creating your report type, consider ways you can do more with it:Īdd the custom report type to apps you upload to AppExchange. When defining a custom report type, select Reports or Dashboards from the Primary Object drop-down list on the New Custom Report Type page. You can create custom report types from which users can report on your organization's reports and dashboards. In this case, all applications, whether or not they have resumes, are available to reports using that type. An administrator can also show records that may have related records-for example, applications with or without resumes. Reports display only records that meet the criteria defined in the report type.įor example, an administrator can create a report type that shows only job applications that have an associated resume applications without resumes won't show up in reports using that type. Use support reports to track the number of cases created, case comments, case emails, case owners, case contact roles, cases with solutions, the length of time since the case last changed status or owner, and the history of cases.Ī report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Find out how many cases are being viewed, how many customers are logging in, or what customers think of the solutions you’re offering. Self-Service reports help you analyze the effectiveness of your Self-Service portal. Find out what assets your customers have, list the cases filed for a particular asset, or identify assets that aren’t associated with a product. Use product and asset reports to view information about the products your users currently have installed. The default settings show you the most commonly used information from each object, but you can customize the report to view other information, such as primary campaign source, forecast category, and synced quote. View standard information about your opportunities, including owners, accounts, stages, amounts, and more. Use lead reports to show information about the source and status of leads, how long it takes to respond to leads, neglected leads, and the history of lead fields. Run File and Content reports to analyze how users are engaging with files and Salesforce CRM Content.įorecast reports give you information about your customizable forecast data. You can report on the ROI of your campaigns, track who you targeted with your campaigns and who has responded, or analyze which opportunities resulted from your campaigns. Use campaign reports to analyze your marketing efforts. You can report on the active Salesforce users and see who has been logging in. The two standard contact reports let you create a mailing list of contacts or track opportunities by contact role.Īctivity reports are useful for gathering information about open activities, completed activities, multi-person events, or pending approval requests for which you are a delegated approver.Īdministrative reports help you analyze your Salesforce users, documents, and pending approval requests. Use account and contact reports to learn about active, neglected, or new accounts, as well as accounts by account owner or partner. If you can’t find a report to customize for your own needs, you can also create a new custom report to access exactly the right information. You rarely need to create a brand-new report. Salesforce provides a rich collection of standard report types that you can tailor to your unique requirements. Select the report type for the report and click Create. From the Reports tab, click New Report.Ģ. You can start with one of the available standard report types, or use a custom report type provided by your administrator.Ĭhoosing the right report type is one of the most important steps in creating a report.ġ. Report TypeĪ report type is a set of rules that determine which records and fields appear in a report. ** Bucket fields and formulas are not covered in this module.
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