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Manage Users and Data Access
Create Reports for Account Relationships

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Create Reports for Account Relationships

Create a custom report using the Account Relationship object to track your account relationships. Once you’ve created the report, share your information in a dashboard.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create and manage Account Relationship Data Sharing Rules:

Create and Set Up Experiences

AND

You must be a member of the Experience Cloud site
  1. Create a custom report type. Select Account Relationships as the primary object.
  2. Build your report and save it.
  3. Share the report on a dashboard.
Example
Example Once you’ve created a custom report type using the Account Relationship object, you can build your report to fit your needs.
Account Relationship custom report type
 
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