As mentioned in earlier chapters, each report needs to be built on a report type:
- What is a Report Type?
- How do we check the Report Type used in an existing report?
- How important is it to select the correct report type when we create a new report?
All of these questions will be covered in this chapter.
Salesforce reports, including all standard reports and custom reports, are built on a report type. A report type is the foundation of a report. Once the report is created, you cannot change the report type, but if you have many reports that need to change the report type, you can engage a developer or consultant to write a script for you, but we will not discuss these advanced topics in this book. For now, if you need to change the report type, you need to recreate it as a new report.
The Report Type defines the set of records and fields available to a...