Use custom report types to define report criteria that users can use to run and create reports on entitlements, service contracts, and contract line items.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud|
|To create or update entitlement management custom report types:||“Manage Custom Report Types”|
|To create and run reports based on entitlement management custom report types:||“Create and Customize Reports”|
After you set up entitlement management, your Salesforce org automatically includes the following custom report types:
|Accounts with entitlements with contacts||Lists accounts with entitlements that include contacts (named callers).||Accounts & Contacts|
|Service contracts with contract line items||Lists service contracts with contract line items (products).||Customer Support Reports|
|Service contracts with entitlements||Lists service contracts with entitlements.||Customer Support Reports|
|Cases with milestones||Lists cases with milestones.|
This report type can’t be customized.
|Customer Support Reports|
To customize entitlement management custom report types:
From Setup, enter Report Types in the Quick Find box, then select Report Types.
From the All Custom Report Types page, you can:
- Define a new custom report type. You can't select entitlements as a primary object.
- Update a custom report type's name, description, report type category, and deployment status.
- Delete a custom report type.
When you delete a custom report type, all the data stored in the custom report type is deleted and cannot be restored from the Recycle Bin.
If you want to view a list of work orders with milestones in your org, use the Object Milestones custom report type to create a work order report.