Salesforce Lightning Reporting and Dashboards

Hands-on exercise for using a Custom Report type

In this exercise, we are going to use the report type created and edited in the preceding exercises:

1. Click on the Reports tab and then click on the New Report... button.
2. Type customer into the Quick Find textbox under Select Report Type.
3. Select Customers with/without Claims with/without Payment and then click on the Create button.

4. Note these in the left-hand side panel in the Fields panel:
   • There are three field groups: Customers, Claims, and Claim Payments. This is similar to the report type setup field layout.
   • We do not see Tier under the Customers group.
   • We see Policy: Status under the Claims group. Consider the following screenshot:

5. There are three fields added by default when you ...