Salesforce Lightning Reporting and Dashboards

Tips on Custom Report types

To fully make use of a custom report type with less maintenance, here are a few tips you should be aware of as an admin when implementing a report type:

• When new fields are created in an object, scan through all the existing report types if the new fields added need to be added to that report type.
• Always using a name that reflects what the content and filter of the report type are. In the exercise discussed earlier in this chapter, we used Customers with/without Claims with/without Payment as the name, which explains what the primary object is and how it relates to the child object.
• Always add a meaningful Description. The description is mandatory and it will be visible to users who create reports.
• Custom report ...