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Create a Custom Report Type for Forecasting

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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.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with the Sales Cloud
User Permissions Needed
To create, update, and delete custom report types: Manage Custom Report Types
  1. Start creating a custom report type from Setup by entering Report Types in the Quick Find box, then selecting Report Types and New Custom Report Type.
  2. For Primary Object, select Forecasting Items or Forecasting Quotas.
  3. For Store in Category, select Forecasts.
  4. Let your reps know the locations and names of the report types.
 
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Salesforce Help | Article