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Pre-Designed Custom Report Types
Some Salesforce features come with custom report types that are designed for you in advance, so you don't have to create a new report.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports: |
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| to run reports: |
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Note Pre-designed custom report types are not the same as standard report types.
- Salesforce CRM Call Center Reports
Call Center reports help you analyze the Salesforce CRM Call Center phone calls that were handled by you and your team. - 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. - Create a Custom Report Type for Forecasting
To make a forecasting report available to users, administrators must create a custom report type. A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type. - Preparing Sales Leaders to Report on Forecasts
Unlock details about forecasts with and without adjustments, overall planned revenue, and quota attainment when you create custom report types for forecasting When you create a custom report type, choose the primary and related objects carefully, because they determine the forecast types you can report on. - Idea Reports
Create custom report types so users can create reports about ideas, idea comments, and votes. - Report on Salesforce Knowledge Articles
Use Salesforce Knowledge custom reports to track how articles are created, maintained, and delivered. - Chat Session Reports
Use Chat Session reports to consolidate data about agents’ activities while they chat with customers–for example, how long agents are online or how many chat requests are assigned to them. - Report on Partners
Some opportunities involve partner relationships. Use this report to identify and analyze those relationships. - Enable the Account Owner Report
The Account Owner report lists all accounts and who owns them. - Report on File Search Activity
Use a report to determine the top 300 search term queries for file searches and to identify which content is missing or needs to be renamed based on users’ search terms and the click-rank. - Report on Chatter Top 100 Feed Item Views with Interaction Count Report
Get a report on the top 100 feed item views in your organization or community with the primary object Interaction Count Report. Knowing the posts that people are looking at most is a great way to get insight into current Chatter trends. Actions counted as views include liking, commenting, and viewing a feed item detail. View counts aren’t unique. For example, a user can add three comments to a post, and that is counted as three views. After you set up the report, it’s run weekly. - Related Articles and Questions Reports
Create custom report types so users can report on click-through rates on related articles and questions. Salesforce Einstein suggests related articles and questions in communities. Use the click-through rates reports to create content around the most accessed articles and questions, empowering your customers to find the information they need. - Site Case Deflection from Discussions and Articles
Get insight into how well the Contact Support Form and Case Deflection components actually deflect cases from being created. Using the Case Deflection Dashboard, get real-time metrics on potential and confirmed case deflections, the most helpful articles and discussions, and the least helpful articles and discussions. - Report on External Documents Attached to Cases
Create a report to see how many and which specific external documents are being attached to cases. Use this information to see which external sources have the most impact on closing cases. This report is helpful when you have set up Salesforce Federated Search, which gives users access to external search results when using the Knowledge One Widget. Users can attach external documents to cases only if Chatter is enabled.
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