Creating a Custom Report Type

When creating a report, you might want to include fields from objects other than Resource Assignment and Resource Forecast.  For example, suppose you would like to create a forecast report that is grouped by Opportunity Stage.  This is where creating a Custom Report Type might help.

When you create a report type, you specify the objects, relationships, and fields that users can select for their reports.

  1. From Setup, enter Report Types in the quick find search box, click Report Types then click the New Custom Report Type button.
  1. Select Opportunities from the Primary Object dropdown, then give your report type a name, label, and description.  Also, select the category that this report type will be displayed under when creating a new report.
  2. Once complete, click the Next button.
  1. Define the report record set as follows, then click the Save button.
Defining a record set when creating a Custom Report Type

The new type should now be available when creating a new report and you can now include Opportunity fields as well as Resource Assignment and Resource Forecast fields.

Example report using custom report type

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