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Managing Custom Report Types

Available in: Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed To create or update custom report types: “Manage Custom Report Types” To delete custom report types: “Modify All Data”

After you create a custom report type, you can customize, edit, and delete it. Click Your Name | Setup | Create | Report Types to display the All Custom Report Types page, which shows the list of custom report types defined for your organization.

From the All Custom Report Types page, you can:

• Select a list view from the View drop-down list to go directly to that list page, or click Create New View to define your own custom view. For more information, see Creating Custom List Views.
• Define a new custom report type by clicking New Custom Report Type.
• Update a custom report type's name, description, report type category, and deployment status by clicking Edit next to a custom report type's name. Note
  _img src="
  https://help.salesforce.com/img/help/helpNote_icon.gif" /_You can't change the primary object associated with a custom report type. However, you can create a new custom report type instead.

• Delete a custom report type by clicking Del next to the custom report type's name. All the data stored in the custom report type will be deleted and cannot be restored from the Recycle Bin. Important
  _img src="
  https://help.salesforce.com/img/help/important.gif" /_When you delete a custom report type, any reports based off it will also be deleted. Furthermore, any dashboard components created from a report based off of a deleted custom report type display an error message when viewed.

• Display detailed information about a custom report type and customize it further by clicking a custom report type's name. After you click a custom report type name you can:
  • Update which object relationships a report can display when run from the custom report type. When choosing or viewing object relationships for a custom report type, diagrams automatically display to help you better understand the object relationships included in the custom report type as well as the data displayed in reports run from it. For more information, see Choosing Object Relationships for Custom Report Types.
  • Edit the layout to specify which standard and custom fields a report can display when created or run from the custom report type. For more information, see Editing the Report Field Layout for a Custom Report Type.
  • Preview how the fields display to users in reports run from the custom report type by clicking Preview Layout on the Fields Exposed for Reporting section.
  • Create a new custom report type with the same object relationships and fields as the selected custom report type by clicking Clone.
  • Rename fields in the report.
  • Set which fields are selected by default.

Note

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When creating a custom report type that will be translated into multiple languages via the Translation Workbench, we recommend that your personal language setting matches your organization's default language. This is to ensure that words which will be translated display in the correct language for translators. For more information, see Editing Your Personal Information and Company Information Fields.

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