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.
|Available in: Salesforce Classic|
|Available in: Professional (no Custom Field forecasts), Enterprise, Performance, Unlimited, and Developer Editions|
|Opportunity Splits available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with the Sales Cloud|
|To create or update custom report types:||“Manage Custom Report Types”|
|To delete custom report types:||“Modify All Data”|
This information applies to Collaborative Forecasts and not Customizable Forecasts. To create a forecasting custom report type, enable Collaborative Forecasts.
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.
For Primary Object, select a Forecasting object, such as Forecasting Items or Forecasting Quotas.
For Store in Category, select Forecasts.
Let your reps know the locations and names of the report types.