![]() However, you can modify the report to gather other data like the synced quote, forecast category, and primary campaign source. It has default settings that showcase the commonly used data from each object. Opportunity reports: It offers data about the opportunities like amounts, accounts, stages, owners, and more. Reporting about support activity: The support reports are utilized to determine the cases developed, cases with solutions, case contact roles, case owners, case emails, case comments, the amount of time where the case was lastly modified by owner or status, and the case history. It helps in getting data about the return of investment of the campaigns, finding the opportunities that have resulted from the campaigns, track who has responded to the campaigns and who you have targeted. Contact and account reports help you to track prospects by contact role or develop a mailing list.Ĭampaign reports: Campaign reports are best for analyzing marketing efforts. Lead reports: The lead report showcases data regarding the status and source of leads, lead fields history, neglected leads, and the time that takes to reply to leads.Īctivity reports: It is useful for collecting data about pending approval requests, multi-person events, accomplished activities, and open activities where the user should be a delegated approver.Ĭontact and account report: It is utilized to gather information about the new, neglected or active accounts and also accounts by partner or account owner. With these reports, you can determine assets that are not connected with the product, list the cases funneled for a specific asset, and determine the assets the customers hold. The user can determine the number of customers that are logging in, the number of cases that are viewed, and also the customer’s opinion regarding the solution or product you are providing.Īsset and product report: It is best to utilize asset and product reports to see data about the products the users have installed recently. Self-service reports: It helps the user to determine the value of the Self-Service portal. If you are not able to choose a report to modify as per your requirement, then it is also possible to develop a custom report, thereby viewing the right data. The standard report type consists of inner joins. The standard report types are created when the associated report type is developed and when the object is developed. It cannot be modified and it automatically consists of custom and standard fields for the respective object in the report type. Standard report types can be automatically included with custom objects and standard objects. The user may have to develop a fresh report very rarely. ![]() Salesforce offers a vast range of standard report types where the user can modify as per their unique needs. When the report type is set, then it is not possible to change the primary object.When the custom object is the main object on the report and when it is removed, then that custom report types, as well as other reports developed from that specific report, are automatically removed/deleted.When you are removing the object from the report type, you should know that the entire references to the object as well as connected objects get automatically removed from the dashboards and reports according to that type.Comprise entire records that consist of children.Comprise entire records that may not or may have children.Object associations maintained by the Custom Types can: The main object should have an association with other objects that are in the report type either indirectly or directly. The best part of a custom report is the user can specify objects that exist in a specific report. The custom report type is used when there is a need to report on several objects and when standard report types cannot particularly mention which records are existing on reports. It is possible to include objects of up to four layers until they have a parent-child association. The custom report is created by the user or admin for a custom or particular object with the permission – Manage Custom Report Types.
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