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Salesforce Reporting and Dashboards by Johan Yu

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Managing custom report types

In Chapter 3, Creating Your First Report, we discussed report types and how to create a custom report type. Now we will go deeper into the report type and how to manage it.

Creating a report type view

If you are familiar with View in Salesforce in the tab, Report Types offers the same view functionality for the administrator to easily manage the report type:

  1. Navigate to Setup | Create | Report Types.
  2. Click on the Create New View link.
  3. Enter View Name as Others.
  4. In the filter criteria, select Category as Other Reports.
  5. You can add or remove the selected fields.
  6. Click on Save.

Customizing a report type

In this topic, we assume that a custom report type called Survey Report Type has been created. This report type consists of a ...

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