Work with Report Types

When creating a new report, you must first select a Report Type. Report Type defines which Objects and Fields of data can be used within a Report. For example, if you want to create a report that contains data from a Contact record, you would select a report type of ‘Contacts’.  

Report Types can encompass more than one type of record. It is important to note if your Report Type is using a “with” object relationship or a “with or without” object relationship. Here are venn diagram examples of a “with” Report Type versus a “with or without” Report Type:

                              WITH                                                                             WITH or WITHOUT

                                                          

For example, since Sales Opportunities are linked (or related to) Contact records, you can select a report type of ‘Contacts with Sales Opportunities’ if you’d like to create a report that analyzes data across both Contact records and their related Sales Opportunity records.   

This brief video covers how to create a new Custom Report Type and build a new report using the new Report Type. 

Keep in mind, some Report Types are Editable! 

Is the Report Type Managed or Unmanaged? 

From the List of Report Types, you will see an icon that looks like an envelope with a blue arrow next to any Managed Report Types.

NOTE: Unmanaged Report Types can easily be Edited. 

Example: Of the Report Types shown below, only Loans and Lead Sources with w/o Appointments with w/o Sales Report Types are Editable. The other Report Types shown here are Managed (as indicated by the icons).