Understanding report types

By default, Salesforce comes with a few standard report types for standard objects and custom objects. If you select Allow Reports from the object setup page, then Salesforce will automatically create a few report types for you. This also allows you to create custom report types to fulfill your requirements. Report types are used to create a report.

Custom report types

Custom report types allow you to build a structure in the report wizard from which users can create and customize reports. You can build custom report types for the relationships (master-detail and lookup) between objects that allow us to do the following:

• They help us choose which standard and custom objects to display to users who create and customize reports

• They help us define the relationships between the objects displayed and the users who create and customize reports

• They help us select which objects' fields can be used as columns in reports

Creating a custom report type

Here, we will create a custom...