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            Create Reports on Duplicate Records

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            Create Reports on Duplicate Records

            Use duplicate record reports to fine-tune your duplicate and matching rules and share the results of duplicate jobs.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic (not available in all orgs)
            Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create or update custom report types: Manage Custom Report Types
            To delete custom report types: Modify All Data

            A duplicate records report can include the following records.

            • Duplicates created when a rule alerts a user to a possible duplicate, but the user creates the duplicate anyway. (To generate this report, select the Report option in a duplicate rule.)
            • Records manually added to a duplicate record set
            • Records in duplicate record sets generated by duplicate jobs
            1. In Setup, use the Quick Find box to find Report Types.
            2. Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object.
              If you use person accounts, distinguish them from business accounts by adding the Is Person Account field in the field layout properties for your report type.
              If you’re working toward complying with various data protection and privacy regulations, consider excluding personal data from the report name and description.
            3. Click Next.
            4. Relate Duplicate Record Items to the primary object that you selected. Save the report type.
            5. Give your users access to the Duplicate Record Set and Duplicate Record Items objects. Then they can create reports based on the custom record type you’ve created.
            Example
            Example

            Let’s say that you’re using the standard duplicate rule for leads. You want to report on the duplicate leads that your rule detected. Create a custom report type with Lead as the primary object. Then create reports based on that report type.

            Or let’s say that you want to share the results of duplicate jobs, or see how well your duplicate rules are working overall. Create a custom report type with Duplicate Record Sets as the primary object. Then create reports based on that report type.

            See Also

             
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