Salesforce Reports: How to View a List of Reports Created with a Specific Report Type

This article explains how to view a list of reports created with a specific report type in Salesforce. To do this, first create a custom report type to list reports, and then create a report using that custom report type.

Create a Custom Report Type

1. Click the Gear icon in the upper right corner and open Setup.
2. Enter "Report Types" in the Quick Find box and click Report Types.
3. Click New Custom Report Type.
4. Set the following fields and click Next:
   • Primary Object: Reports
   • Report Type Label: Any (e.g., Report List)
   • Report Type Name: Any (e.g., Report_List)
   • Description: Any
   • Store in Category: Any (e.g., Administrative Reports)
   • Deployment Status: Deployed
5. Click Save without making any changes on the "Step 2. Define Report Records Set" screen.

Create a Report Using the Custom Report Type

1. Click the Reports tab and click New Report.
2. Select the custom report type created in the previous section and click Start Report.
3. On the Filters tab, set the following conditions:
   • Field: Report Type
   • Operator: equals
   • Value: The name of the report type you want to check
4. Click the Outline tab.
5. In Group Rows, select Report Type.
6. In Columns, use Add column to search for and add fields you want to display, such as Report Name and Created By.
7. Click Save & Run in the upper right corner.

Important Notes About Report Visibility

The report created using the above steps only shows reports that you have access to.

Reports saved in Private folders by other users are not displayed.