How to Create a Custom Report in Salesforce

Quick summary

A Salesforce Custom Report Type lets admins define which objects and fields appear in reports by linking a primary object to related records. This step-by-step walkthrough covers everything from accessing Setup to deploying a fully configured custom report type.

Steps

1. Click on the Gear icon in the top-right corner and select Setup from the dropdown.
2. Search for Report Types in the Quick Find field.
3. Hit Continue to proceed past the Report Types introduction screen.
4. Click the New Custom Report Type button to start creating your report.
5. Select the Primary Object (Record A) for your report (e.g., Accounts) and input the category the primary object falls under.
6. While testing, keep the status set to In Development.
7. Change the status to Deployed when ready to push the report live, then hit Next.
8. Click Click to relate to another object to add the B record and define the related object relationship.
9. Select the B record (e.g., Opportunities) as the related object.
10. Hit Save to finalize and save your new custom report type.