Quick summary
This demo walks you through the step-by-step process of creating a custom report type in Salesforce using Advanced Setup, allowing you to define tailored report structures that surface the exact data your team needs.
Steps
- Click the gear icon at the top-right menu of your Salesforce dashboard.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, type and select Report Types.
- Click Continue to proceed to the Report Types page.
- Select New Custom Report Type to begin creating your report.
- Provide the required details to configure your custom report type.
- Click Next to advance to the next configuration step.
- Select Save to finalize and store your report type settings.
- Your custom report type has been successfully created in Salesforce.
