Print this page Recognition - How to Create A Custom Report Type To View Thanks Received

Knowledge Article Number 000206135
 How to Create A Custom Report Type To View Thanks Received?
Resolution From Setup, click Build | Create | Report Types.
  • Click New Custom Report Type.
  • Select the Primary Object as Thanks for your custom report type.

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  • Enter the Report Type Label and the Report Type Name.
  • The label can be up to 255 characters long. The name is used by the SOAP API.
  • Enter a description for your custom report type, up to 1000 characters long.
  • Select the category to store the custom report type in.
  • Select a Deployment Status:
    • Choose Deployed 
    • Click Next.
  • Click the box under the primary object.
  • Select Badges Received as the child object.
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  • Click save
  • Then go to the reports tab. Click on New report
  • Search for the Name of the report type you just created.
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  • Click create.
  • Customize the report and add the desired fields,Make sure you keep the filter to show all thanks and created date as All time. 
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  • Run report to check for details.

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