The report type you choose determines which records and
fields appear in your report. For example, the Opportunities report type gives you access to
Opportunity records and fields like Amount, Stage, and Type.
Required Editions
Available in: Salesforce Classic
Available in: Essentials, Group, Professional,
Enterprise, Performance, Unlimited, and Developer
Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To run reports:
Enhanced Folder Sharing
Run Reports
To schedule reports:
Enhanced Folder Sharing
Schedule Reports
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports
AND
Report Builder
There are two types of report types: standard report types and custom report types.
Standard report types give you access to most Salesforce data. For example, the
Opportunities report type gives you access to Opportunity records and fields in your report.
If you’re going to report on Opportunity Amounts or Probability or Type, then Opportunities
is the report type is for you.
Custom report types give you access to custom objects in Salesforce, or custom views of
standard objects (like Opportunities), which your administrator configures. For example,
your administrator can create a custom report type that gives access to Opportunities, plus
related fields from Products. With that custom report type, you can easily report on
Opportunities for a given product.
From the Reports tab, click New Report.
Select the report type, and then click Create. You can’t change the
report type after the report is created.
The report builder opens, granting access to records and fields based on your selected report
type.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
