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Report type

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Report type

Report types serve as the basis for report creation. They determine the object on which a report must be made, the fields available in the report, the columns displayed by default and the standard filters available.

Salesforce made two report type templates available to users: standard report types (available by default) and custom report types (adjustable based on your own needs).

 

Note: When creating personalised report types, it is possible to include up to 3 associated objects and to configure the fields (delete, rename, categorise, default columns).

Warning: deleting a type of custom report will delete the reports created using it.

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