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Sales Performance Management
Run Reports from Your Custom Report Types

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Run Reports from Your Custom Report Types

Create reports that include data from the objects and their fields that you added to your custom report types. When you later import your data, you assemble your Territory Planning datasets using those reports and the data in them.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
User Permissions Needed
To run reports: Run Reports
  1. In Territory Planning, click Reports | New Report.
  2. Select the report type that you created for the data you plan to import.
    Select the custom report type for the report you're running
  3. Select any columns that you want to include, then click Save & Run. Give the report a name, then save your changes.
    Enter a name for your report
    The report appears as a data source when you’re ready to create your datasets.
 
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