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Create a Report to Display Records Owned by Inactive Users

Publiceringsdatum: May 25, 2026
Beskrivning

It is common for organizations to need reports that will display records that are owned by users who have been made inactive. The most common use case for these reports is to identify these records so they can be reassigned to active users.  

Lösning

To report on this, a new Custom Report Type (CRT) will need to be created. For further information on how to accomplish this, please review the article Set Up a Custom Report Type.


See the steps below to create a custom report that will display Leads owned by Inactive Users: 

  1. Navigate to Setup | Create | Report Types
  2. Click New Custom Report Type
  3. Select Leads as the primary object for the Custom Report Type
  4. Provide a label, name, and description for your CRT
  5. Store the report type in the desired category
  6. Under the Deployment section, select Deployed if you want your users to see the custom report type immediately after creation. Otherwise, select In Development.  
  7. Click Next and then Save
  8. In the Fields Available for Reports sectionclick the Edit Layout button
  9. Click the option to Add fields related via lookup
  10. Select Lead Owner and check the Active field to add it to the CRT Layout
  11. Click OK and Save
  12. Now that your CRT has been created, navigate back to the Reports tab to create a new report
  13. Select the report type just created
  14. Create the desired report adding the filter "Lead Owner: Active equals False" to your report filters. This filter will ensure only leads owned by inactive users are displayed within the results. 
Knowledge-artikelnummer

000385204

 
Laddar
Salesforce Help | Article