Are standard reports limiting your business’s ability to analyze data in Salesforce? For many organizations, default reports are not enough to reflect complex data relationships or provide a complete view for decision-making. In this article, MOR Software introduces insights and solutions with custom report types salesforce, helping businesses maximize the value of their data.
Custom report types salesforce are templates for reports that can be defined by users or admins within the salesforce system. When creating a custom report type salesforce, you can select a primary object, add related objects, and determine which fields will be included in the report.
Instead of manually selecting data each time, custom report types salesforce act as a pre-designed blueprint, making it easier to create custom report salesforce quickly and accurately. Admins can decide which fields appear by default, organize them into logical sections, and even add additional fields via lookup.
With custom report types salesforce, users can streamline the process of creating custom reports in salesforce without heavy salesforce customization at the report level. Everything is defined in advance within the report type, saving time, reducing errors, and ensuring consistency across the organization.
One of the biggest advantages of custom report types salesforce is their flexibility and scalability to meet various data analysis needs. In this section, we will explore the most important features.
A key feature of creating custom report type salesforce is the ability to add up to four objects in a single report, including one primary object and three related secondary objects. This makes reports more flexible and multidimensional, instead of being limited to a single object’s data.
When defining relationships, you can choose either “with” or “with or without” to determine how records are displayed. This configuration ensures the report reflects accurate business logic and expands data analysis capabilities.
This feature allows you to extend your report by adding fields from related objects through lookup, even if those objects are not directly connected in the relationship chain. It is an essential functionality when create custom report salesforce, as it eliminates the need to create extra formula fields solely for reporting purposes.
With this flexibility, reports become more comprehensive and deliver a complete view of your data. For example, you can pull Account information into an Opportunity report, giving better visibility into customer context and deal progress.
In a custom report salesforce, organizing fields and sections plays a critical role in making reports easy to read and navigate. You can group fields into separate sections, such as Account fields, Opportunity fields, or Activity-related fields, to streamline access.
Admins can also hide unnecessary or irrelevant fields to reduce clutter. This ensures that end users can quickly find the information they need, improving the reporting experience and making analysis more efficient.
When a user selects a report type, the system automatically displays the default fields that were predefined. This is especially valuable when creating custom reports in salesforce, as it ensures every report starts with the most essential data.
For example, admins might choose fields such as Name, Owner, Status, Amount, or Close Date as default columns. This saves users time and effort, allowing them to focus directly on analysis and make further adjustments only if needed.
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Common custom report types salesforce are often used to meet different business reporting needs. In this section, we will explore the most popular types of custom report salesforce and see how they fit specific business scenarios.
This type of report allows create custom report salesforce to identify “Accounts” with or without related “Opportunities”. It is an essential tool for pipeline management, helping sales teams track deal progress and uncover unexploited opportunities.
Example: A B2B company with hundreds of customers can use this report to detect 50 major Accounts that have never generated any deals. This enables the sales team to create prospecting lists, allocate territories efficiently, reach potential clients, and develop strategies for generating new business opportunities.
Additionally, this report helps track “Opportunity” distribution across different stages in the pipeline, allowing managers to evaluate sales team performance and make strategic decisions based on accurate insights.
This report allows you to monitor contacts along with all related Cases and Activities, including emails, calls, meetings, or other interactions. It is a valuable custom report salesforce workflow for assessing customer engagement with sales or support teams.
Users can easily filter and categorize “Contacts” based on the number of “Cases” or “Activities”, helping to identify customers who need urgent support or are at risk of dissatisfaction.
Example: A software company’s support team may notice that Customer A submits numerous Cases but responds to very few emails. Using this report, the team can adjust communication methods, prioritize resolving critical issues, and enhance the overall customer experience.
This report displays all fields of a single object and is a type of custom report types salesforce that provides a comprehensive view of the data. It is ideal for auditing, in-depth analysis, or when a business needs to review all information within an object.
Users can access all data fields without limitation, ensuring full analysis and preventing critical information from being overlooked. However, it is essential to note that including too many fields can make the report cumbersome and make it more difficult for users to locate the necessary information.
Custom report types salesforce are essential when a business wants to create reports tailored to specific needs, but salesforce does not provide a suitable standard report type. In this section, we will explore when to use custom report salesforce and real-world scenarios that help optimize report data.
When Salesforce does not provide a suitable report type for your specific data analysis needs, you can use custom report types salesforce to create reports tailored to your requirements. This feature is essential for businesses to flexibly collect and consolidate data from multiple sources.
Example: A logistics company wants to generate a report summarizing the status of warehouses (Warehouse) and shipments (Shipment) for each customer (Account).
Sometimes, standard report types do not include all the fields required for complete data analysis. In such cases, you can create custom report salesforce to add missing fields, including via lookup, ensuring reports are comprehensive and accurate.
Example: A cosmetics company wants to report sales by product line, sales representative, and marketing campaign for each store.
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When you need to analyze records with or without related data, custom report salesforce allows visibility into relationships that standard report types cannot provide.
Example: An e-commerce company wants to track orders (Order) that are unpaid (Payment) or have not yet been returned (Return) to detect risks and manage cash flow.
Custom report types salesforce allow admins to rename and customize fields directly in the layout, making reports more intuitive for users.
Example: A customer service company wants to report on case status and measure resolution efficiency.
The process of creating custom reports in salesforce is fairly straightforward if one understands each step. In this section, we will walk through the detailed steps of this process.
To start creating a custom report type salesforce, go to "Setup". In the "Quick Find" box, type "Report Types" and select it. This is the central place where all report types are managed.
At this step, administrators can:
By validating first, the system avoids unnecessary duplication and keeps the reporting framework organized.
On the "Report Types" page, click "New Custom Report Type". Then fill in the basic configuration details, including:
Next, define the object relationships. For example, if Accounts are selected as the primary object, they can be related to Opportunities. Salesforce provides two options:
This ensures the custom report salesforce aligns with the business logic and avoids missing critical records.
After defining relationships, the next step is to configure fields and layout. Open "Edit Layout" to make adjustments such as:
Customizing fields ensures the custom report types Salesforce only display meaningful information, organized in a way that is logical and easy to read.
Once all settings are complete, click "Save" to store the configuration. If the report is ready, set the deployment status to "Deployed". Before rolling it out broadly, administrators should:
After successful testing, the new report type becomes available across the organization. Deploying it properly ensures Salesforce data can be leveraged effectively for faster, more accurate decision-making.
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Using custom report types salesforce effectively helps create accurate reports and saves time for both users and admins. In this section, we will explore the best practices for creating custom reports salesforce to ensure reports are user-friendly, flexible, and meet specific data analysis needs.
Before creating custom report types salesforce, defining the relationships between objects is a critical step. It is essential to start with the main business questions to determine which objects need to be included, then establish their relationships logically. Key questions to consider include:
Answering these questions ensures that when create custom report salesforce, the report accurately reflects business logic, avoids data inconsistencies, and compiles information comprehensively and correctly.
When creating custom report salesforce, it is crucial that reports are easy to read and user-friendly. Only include necessary fields and sections, and avoid overcrowding reports with excessive data that could confuse end users.
A simplified, well-organized report allows users to quickly access the information they need, reduces analysis time, and supports faster decision-making. Clear labeling and logical grouping enhance report readability and efficiency, ensuring that create custom report salesforce provides maximum value to sales, marketing, and management teams.
Before deploying any custom report types salesforce, thorough testing is essential. Create sample reports using common filters and fields, and compare results with actual data to ensure accuracy and correct logic.
Testing helps identify missing fields or errors early, allowing adjustments before the report is rolled out widely. This process ensures that custom report salesforce is reliable, builds trust among end users, and provides a solid foundation for maintaining consistency when reports are expanded or updated in the future.
Custom report types salesforce must be reviewed and updated regularly to reflect the latest data and meet evolving business requirements. When there are schema changes such as new objects, added fields, or modified relationships, reports should be updated to maintain completeness and accuracy.
Collecting feedback from users also helps optimize the layout and content, ensuring reports remain user-friendly and relevant to business operations. Regular updates prevent redundant reports, reduce confusion, and maintain effectiveness when create custom report salesforce across the organization.
When implementing salesforce custom report types, selecting a reliable and experienced partner is crucial to ensure accurate reporting and effective data analysis. MOR Software JSC is a leading software outsourcing company in Vietnam and salesforce consulting company in Vietnam, offering key benefits for businesses:
The 4 types of reports in Salesforce are Tabular, Summary, Matrix, and Joined Reports.
Standard report types are auto-generated for common objects, while custom report types salesforce allow defining specific objects, fields, and relationships for tailored reporting.
Salesforce supports up to 1,000 custom report types per org.
A custom report type salesforce determines which objects and fields are available, how they relate, and what data can be reported.
The 4 pillars of reporting are Accuracy, Relevance, Timeliness, and Consistency.
A custom report type salesforce can include up to 1,000 fields across the primary object and related objects.
To give report-type access in Salesforce:
Implementing custom report types salesforce is not just about creating reports, but about building an accurate data foundation that enables faster and smarter business decisions. With MOR Software as a trusted partner, enterprises can transform Salesforce reporting into a powerful strategic tool. Ready to elevate your Salesforce reporting to the next level? Contact MOR Software today to get started.
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