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Creating Custom Report Types in Salesforce.com Vivian Sales Playbooks & Analytics Quick Reference Guide Introduction When your team uses Vivian Playbooks, you receive unique insights uncovering how

How to fill out creating custom report types

How to fill out creating custom report types:

1. Start by logging into your Salesforce account and navigating to the "Reports" tab.
2. Click on the "New Report" button to create a new report.
3. From the report builder interface, select the object that you want to create a custom report type for. This can be any standard or custom object in your Salesforce org.
4. Once you have selected the object, click on the "Create" button to proceed.
5. In the custom report type creation wizard, you will be prompted to give your custom report type a name and a description. Provide meaningful and descriptive names to make it easier to identify later.
6. Next, you will need to define the relationships between the primary object and any secondary objects that you want to include in your report. This will determine the data that will be available for reporting.
7. Depending on your reporting requirements, you can also add additional fields, filters, and groupings to customize the report type further.
8. Once you have made all the necessary configurations, click on the "Save" button to create the custom report type.

Who needs creating custom report types:

1. Sales teams: Creating custom report types can help sales teams analyze their sales data in a more granular and meaningful way. They can create custom report types to track sales opportunities, pipeline stages, deal sizes, and more.
2. Marketing teams: Custom report types can be beneficial for marketing teams to analyze their campaign performance, lead generation, conversion rates, and customer engagement. They can create custom report types to get insights into their marketing efforts and adjust their strategies accordingly.
3. Management and executives: Custom report types can provide management and executives with a comprehensive view of the organization's performance across various departments. They can create custom report types to track key performance indicators, monitor team productivity, measure revenue growth, and make data-driven decisions.

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What is creating custom report types?

Creating custom report types involves designing and defining specific reports that cater to the unique needs of a business or organization.

Who is required to file creating custom report types?

Individuals or teams responsible for analyzing data and generating insights from custom reports are required to file creating custom report types.

How to fill out creating custom report types?

Creating custom report types involves selecting the data sources, defining the report layout, setting filters and parameters, and specifying the report criteria.

What is the purpose of creating custom report types?

The purpose of creating custom report types is to provide tailored and meaningful insights about key metrics, performance indicators, and trends relevant to a specific business or organization.

What information must be reported on creating custom report types?

Information that must be reported on creating custom report types includes data sources, filters, sorting options, grouping criteria, calculations, and visualization preferences.