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Create a Custom Report
You can customize standard reports, or you can build custom reports from scratch to suit the exact needs of your organization.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing and Legacy Folder Sharing |
| User Permissions Needed | |
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| To run reports: |
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| To schedule reports: |
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| To create, edit, and delete reports: |
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Users with the Manage Custom Report Types permission can define custom report types that extend the types of reports from which all users in their organization can create or update custom reports. A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type. Salesforce provides a set of pre-defined standard report types; administrators can create custom report types as well.
Users with the Manage Reporting Snapshots permission can create and schedule snapshots. A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.
