Welcome to our guide on using custom report types for tailored dashboard components. Customize data representation to drive better insights. In this guide, we'll walk you through creating custom report types and leveraging them to build personalized dashboard components.
Log in and navigate to Setup
Log in to your Salesforce account. Navigate to the Setup page.
Access Report Types
In the quick search box, type "Report Types." Click on "Report Types" in the search results.
Create a New Custom Report Type
Click the "New Custom Report Type" button.
Set up the Custom Report Type
Select the report type's primary object. Choose the report type's label name, description, and category. For deployment status, choose "In Development" if you need to test your new custom report type. During this time, only users with the "Manage Custom Report Types" permission will be able to see the report type. Select "Deployed" if you're ready for all users to see it. Click "Next."
Add Secondary Objects
Click the box of the primary object and select a secondary object. Note that only related objects are available. For each child object, you'll have the option to choose whether parent records must have a related child object to be shown on the report. You can add up to three child objects. When finished, click "Save."
Congratulations! You've successfully learned how to use custom report types to create tailored dashboard components. By customizing data representation, you can present relevant information to different user roles and enhance decision-making. Continuously optimize your dashboard components based on user feedback and changing business needs. Leverage the power of custom reporting to unlock the full potential of your Salesforce data. Happy customizing!