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Create a Custom Report Type for Approval History
Before you can run reports on executed and in-progress approval processes and their steps, you must create a custom report type for approval process instances.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, update, and delete custom report types: | Manage Custom Report Types |
- From Setup, enter Report Types in the Quick Find box, then select Report Types.
- Click New Custom Report Type.
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Fill out the fields.
For this field... Do this action... Primary Object Select Process Instance.
A process instance represents one instance of an approval process. A new process instance is created each time a record is submitted for approval.
Report Type Label Enter a label. Users see this label when they create reports.
Example: Approval Process Instances
Report Type Name Enter a unique name for the report type. Description Enter a description. Users see this label when they create reports. Store in Category Select Administrative Reports.
If you like, you can select a different category. Selecting a category determines in which folder your users find the custom report type when they create approval history reports.
Deployment Status When you're ready to let all users access the report type, select Deployed. - Click Next.
- Click the box under the primary object.
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Select Process Instance Node.
A process instance node represents an instance of an approval step. A new process instance node is created each time a record enters a step in an approval process. No process instance node is created when the record doesn’t meet the step criteria or if the approval process instance is otherwise completed without entering the step.
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For the A to B relationship, select one of these options.
Option Description Each "A" record must have at least one related "B" record. The report includes only process instances that enter at least one approval step to create a process instance node.
The report excludes process instances for records that were submitted for approval but that didn't meet any step criteria.
"A" records don't always have related "B" records. The report includes all process instances. - Click Save.
After the report type is deployed, notify the relevant users with the names of the category folder and the custom report type, so that they can start creating and running approval history reports.
