Book Image

Salesforce.com Customization Handbook

Book Image

Salesforce.com Customization Handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

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...