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. Salesforce provides standard
report types for objects. You can also create custom report types to include additional objects
and fields that your users need to see in a report.
Required Editions
Available in: Salesforce Classic and
Lightning Experience
Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Create a Custom Report Type in the Legacy Custom Report Type Builder Build a custom report type on any object, even objects that you don’t have permission to view. A custom report type provides more flexibility with object relationships and can include fields from objects with lookup relationships to expand the data available for report users.
Create a Custom Report Type in the Enhanced Custom Report Type Builder A custom report type provides more flexibility with object relationships. It can include fields from objects with lookup relationships to expand the data available for report users. You can build a custom report type in the Enhanced Custom Report Type Builder on any object, even objects that you don’t have permission to view.
Edit or Delete a Custom Report Type You can update or delete a custom report type. When you delete a custom report type, you can’t restore it.
Limits on Report Types Custom report types are subject to some limits for high performance and usability.
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