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Idea Reports
Create custom report types so users can create reports about ideas, idea comments, and votes.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, update, and delete custom report types: | Manage Custom Report Types |
As an administrator, you can create custom report types so users can analyze what happens to ideas. Custom report types are the only way to make idea reports available for your users—Salesforce does not provide sample idea reports or a standard report folder for ideas.
- Create a custom report type for ideas. If you create a custom report type that uses Ideas as the primary object and Votes as the secondary object, child (merged) ideas will not appear in the report unless you select "A" records may or may not have related "B" records. Child ideas have no votes because their votes are transferred to the master idea. This means child ideas do not appear in a report if the Votes object is required.
- Create a new public folder for idea reports. This step requires the “Manage Public Reports” permission.
- Using your custom report type, create one or more new custom reports for ideas. Assign the reports to the new idea reports folder you created.
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