/
Custom Report Types

Custom Report Types

Owned by Anna Madajova
Last updated: Jan 23, 2025 by David Depman
17 min read

 

Overview

To create a Custom Report Type:

  • Click the Gear Icon in the top right > Set Up

image-20250103-134228.png

  • On the Set up Page, search Report Types > click New Custom Report Type

image-20250103-134426.png

Important Notes on Report Creation

Notes on Components

Custom fields may be used in Client Orgs that do not perfectly correspond to Standard Fields provided by Salesforce indicated in this document. CS and TS must engage with the client to ensure that the right data is being surfaced by the Reports and Dashboards.

Example: Forecast Amounts may be represented in different ways in different fields each with a different Field name in Client Orgs.

Opportunity Custom Report Types

Opportunities with/without ClosePlan

The ClosePlan Forecast Report can be created based on a Standard Report type, or can be based on a Custom Report type

  • Opportunities with ClosePlans - Standard Report Type.

    • This Report shows only Opportunities with a ClosePlan.

    • These reports cannot be modified; the standard fields in the report type layout cannot be renamed

  • Opportunities with/without ClosePlan - Custom report type.

    • This Report shows Opportunities with or without a ClosePlan.

    • In this Report fields can be renamed, but hidden fields and a few standard fields will not be available (e.g. Fiscal period, Age)

To create the 'Opportunities with/without ClosePlan' Custom Report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with/without ClosePlan

  • Report Type Name: OpportunitiesWithWithoutClosePlan

  • Description: Opportunities with/without ClosePlan

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

    • Select ClosePlan and tick “A” records may or may not have related “B” records

  • Save

 

 

Opportunities with Maps and Stakeholders

To create the 'Opportunities with Maps and Stakeholders' Custom Report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Maps and Stakeholders

  • Report Type Name: Opportunities_with_Maps_and_Stakeholders

  • Description: Opportunities with Maps and Stakeholders

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

    • Select ClosePlan and tick Each "A" record must have at least one related "B" record.

  • Click on (Click to relate another object)

    • Select CP: Deal Stakeholders and tick Each "B" record must have at least one related "C" record.

  • Save

 

 

‘Opportunities with/without SC Questions & Answers’ and ‘Opportunities with Scorecard Questions and Answers’

These Custom Report types will show reports with:

  • Scorecard Categories

  • Scorecard Questions

  • Scorecard Answers

  • Notes

The difference between these Report Types is:

  • Opportunities with/without SC Questions & Answers

    • Shows all Questions, answered or not

  • Opportunities with Scorecard Questions & Answers

    • Shows only answered Questions

To create the 'Opportunities with/without SC Questions & Answers' and the 'Opportunities with Scorecard Questions and Answers' Report types:

  • Go to Setup > in the Quick Find box enter Report Types > open it > click on New Custom Report Type

Then, create one or both of the Custom Report Types:

To Create the Opportunities with/without SC Questions & Answers Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Scorecard Questions and Answers

  • Report Type Name: OpportunitiesWithScorecardQuestionsAndAnswers

  • Description: Opportunities with Scorecard Questions and Answers

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

 

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • Select CP: Deal Questions > Each “B” record must have at least one related “C” records

  • Select CP Deal Question Answers > “C” records may or may not have related “D” records

  • Save

 

To Create the Opportunities with Scorecard Questions and Answers Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Scorecard Questions and Answers

  • Report Type Name: OpportunitiesWithScorecardQuestionsAndAnswers

  • Description: Opportunities with Scorecard Questions and Answers

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • Select CP: Deal Questions > Each “B” record must have at least one related “C” records

  • Select CP Deal Question Answers > Each "C" record must have at least one related "D" record

  • Save

 

Note: Scorecard Answers are found in unique fields for both Report Types

 

 

Add Fields to both Report Types

For both Report types, fields need to be added via lookup.

  • Category Score %

    • Displays the score for individual categories in the Report based on the Template.

  • Sort Order

    • Orders Scorecard Categories in the Report based on the Template.

  • Title

    • Displays the Title for Contacts in the Contact Tracking type Questions

 

Add Category Score % and Sort Order Fields

  • Click Edit Layout

 

  • From View select CP: Deal Questions Fields > click Add fields related via lookup

 

  • Open Question Category

  • Select Sort Order and Total Score % fields > Ok

  • Click OK to add the fields to the List.

    • You may need to drag the ‘Total Score %' and “Sort Order’ Fields to the CP: Deal Question Answers section

  • Rename the Fields: Category Sort Order and Category Score %

    • Double click Sort Order > rename to Category Sort Order > OK

    • Double Click Total Score % > rename to Category Score % > OK

 

Add Title Field

  • From View select Opportunity Fields > click Add fields related via lookup

 

  • Open Contact Category

 

  • Select Title > OK

 

  • Drag the ‘Title’ Field to the CP: Deal Question Answers section

  • Optional:

    • Double Click on the Title Tile > Change the Display as from CP: Deal Question Answers: Contact: Title to Contact Title

  • Click Ok to save each Field Name change

 

 

  • Click Save to save the Layout

 

Fields used to report on Scorecard Questions and Answers

Each Question Type has a different Field that will display the related answer.

Question Types:

Scorecard QuestionType with the Field that contains their Answers and the Object Location:

Question Type

Answer Field

Object

Note

Question Type

Answer Field

Object

Note

Text

Text Answer

  • TSPC__TextAnswer__c

CP: Deal Question Answer

 

Rich Text

Rich Text Answer

  • TSPC__RichTextAnswer__c

CP: Deal Question

 

Scoring

Score

  • TSPC__Score__c

CP: Deal Question

 

Yes/No

Answer

  • TSPC__Answer__c

CP: Deal Question

Can have additional Text answer

Yes/No with Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

CP: Deal Question Answer

Can be Single Select or Multi Select

Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

CP: Deal Question Answer

Can be Single Select or Multi Select

Field

Select the Picklist from your Org

Location of your Picklist - possibly on Opportunity

Can have additional Text answer

Contact Tracking

Contact

  • TSPC__Contact__c

CP: Deal Question Answer

Lookup Field

 

Opportunities with Scorecard Questions and Tasks (Actions)

This report type shows Opportunities with Scorecard Categories, Questions, Notes and Tasks (named in the Scorecard as ‘Actions’)

To create the 'Opportunities with Scorecard Questions and Tasks' report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Scorecard Questions and Tasks

  • Report Type Name: OpportunitiesWithScorecardQuestionsAndTasks

  • Description: Opportunities with Scorecard Questions and Tasks

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

 

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • Select CP: Deal Questions > Each “B” record must have at least one related “C” records

  • Select Activities > “C” records may or may not have related “D” records

  • Save

 

The Report Type will not include Scorecard Category Score % field and Category Sort Order field to order the categories in the report based on the template ordering.

In this case these 2 fields need to be added to this report type via lookup.

  • Click Edit Layout

  • From View select Scorecard Questions Fields and then Add fields related via lookup

 

  • Open Question Category

 

  • Select Sort Order and Total Score % fields (and others if needed) > OK

 

  • Find the fields in the Scorecard Question section and rename them for Category Score % and Category Sort Order

    • How to rename the fields: double click on the field > rename > OK

 

  • Click Save to save the layout.

 

Opportunities with CP Events and Checklist Items

This report type shows Opportunities with Playbook Events and Checklist Items.

To create the 'Opportunities with CP Events and Checklist Items' Custom Report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with CP Events and Checklist Items

  • Report Type Name: OpportunitiesWithCPEventsAndChecklistItems

  • Description: Opportunities with CP Events and Checklist Items

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

 

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • Select CP: Events > Each “B” record must have at least one related “C” records

  • Select CP: Event Checklist Items > “C” records may or may not have related “D” records

  • Save

Opportunities with CP Events and Tasks (Actions)

This report type shows Opportunities with Playbook Events and Tasks

Note: In Playbooks, tasks are ‘Actions’

To create the ‘Opportunities with CP Events and Tasks’ report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with CP Events and Tasks

  • Report Type Name: OpportunitiesWithCPEventsAndTasks

  • Description: Opportunities with CP Events and Tasks (Actions)

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

 

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • Select CP: Events > Each “B” record must have at least one related “C” records

  • Select Feed: CP: Event > “C” records may or may not have related “D” records

  • Save

 

Opportunities with Relationship Maps with Stakeholders (Contacts)

Report type shows only Relationship Maps with Stakeholders on the map as well as automatically added Contacts from the Opportunity Contact Roles when a ClosePlan is created.

This report type shows # Stakeholders, Stakeholders attributes such as Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

To create the ‘Opportunities with Relationship Maps with Stakeholders’ report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Maps with Stakeholders

  • Report Type Name: OpportunitiesWithMapsWithStakeholders

  • Description: Opportunities with CP Relationship Maps and with Stakeholders

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • Select CP Deal Stakeholders > Each “B” record must have at least one related “C” records

  • Save

Opportunities with Relationship Maps and with/without Stakeholders (Contacts)

Report type shows Relationship Maps with and without Stakeholders Contacts added to the map, automatically added Contacts from the Opportunity Contact Roles when CP is created and opportunities where ClosePlan has been created but there are no Stakeholders yet.

This report type shows e.g. # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

To create the 'Opportunities with Relationship Maps and with/without Stakeholders' report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

Primary Object: Opportunities

  • Report Type Label: Opportunities with Maps with/without Stakeholders

  • Report Type Name: OpportunitiesWithMapsWithWithoutStakeholders

  • Description: Opportunities with CP Relationship Maps and with/without Stakeholders

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • Select CP Deal Stakeholders > “B” records may or may not have related “C” records

  • Save

 

Account

Accounts with Relationship Maps with Stakeholders (Contacts)

Report type shows only Accounts with Relationship Maps with Stakeholders

  • Stakeholders are Contacts that have been added to the map.

This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

To create the 'Accounts with Relationship Maps and Stakeholders' report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

Primary Object: Account

  • Report Type Label: CP Account Maps with Stakeholders

  • Report Type Name: CPAccountMapsWithStakeholders

  • Description: Accounts with Relationship maps and with Stakeholders

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select Account Maps > Each “A” record must have at least one related “B” record

  • Select Nodes > Each “B” record must have at least one related “C” record

  • Save

Accounts with Relationship Maps with/without Stakeholders (Contacts)

Report type shows Accounts with Relationship Maps with or without Stakeholders.

  • Note: Stakeholders are Contacts that have been added to the map.

This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

To create the 'Accounts with Relationship with/without Stakeholders' report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

Primary Object: Account

  • Report Type Label: CP Account Maps with/without Stakeholders

  • Report Type Name: CPAccountMapsWithWithoutStakeholders

  • Description: Accounts with Relationship maps and with/without Stakeholders

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

 

  • Click on (Click to relate another object)

  • Select CP: Account Maps > Each “A” record must have at least one related “B” records

  • Select CP: Account Map Nodes (Map) > “B” records may or may not have related “C” records

  • Save

 

Contacts with/without Account Map Nodes

Report type shows contacts mapped in the Account Maps as Stakeholders.

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Contact

    • Report Type Label: Contacts with/without Account Maps Nodes

    • Report Type Name: ContactsWithWithoutAccountMapsNodes

    • Description: Contacts with/without Account maps nodes

    • Store in Category: Accounts & Contacts

    • Deployment Status: Deployed

    • Next

 

  • Click on (Click to relate another object)

  • Select CP: Account Map Nodes > “A” record may or may not have related “B” record

  • Save

 

This Report type will not include the Account name the account map is associated with and the Account map name fields. In this case these fields or other fields from the Account Map Nodes object need to be added to this report type via lookup.

To add these fields:

  • Click Edit Layout

  • From View select CP:Account Map Nodes Fields and hit Add fields related via lookup

  • Open Map

  • Select Name

  • click view related fields next to Account

  • Select Account Name and hit Ok

 

  • To rename the fields, go to Account map nodes section and rename it as needed.

    Account Name rename to Map: Account Name
    Name rename to Account Map Name

    • To rename the fields: double click on the field > rename > Ok

  • Click Save to save the layout.

 

Contacts with/without Activities

Report type shows contacts with/without Activities (tasks)

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Contact

    • Report Type Label: Contacts with/without Activities

    • Report Type Name: ContactsWithWithoutActivities

    • Description: Contacts with/without Activities

    • Store in Category: Accounts & Contacts

    • Deployment Status: Deployed

    • Next

 

  • Click on (Click to relate another object)

  • Select Activities (if there are 2 Activities, select the second one) > “A” record may or may not have related “B” record

  • Save

 

Accounts with Account Plans and Whitespace Items

This Report type shows Accounts with Account Plans and Whitespace attributes including business units, product lines, metrics, account maps

This report type shows fields such as Account Plan Name, Scorecard Score % overall, created Business Units, selected picklist for Product lines, Metrics, related Opportunities, Account maps, # Stakeholders (Contacts)

To create the 'Accounts with Account Plans and Whitespace Items' report type:

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

Primary Object: Account

  • Report Type Label: Account Plans with Whitespace

  • Report Type Name: AccountPlansWithWhitespace

  • Description: Account Plans with Whitespace attributes

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select CP Account Plans > Each “A” record must have at least one related “B” record

  • Select Whitespace Items > Each “B” record must have at least one related “C” record

  • Save

 

This Report type will not include # Stakeholders field. In this case this field or other fields from the Account Maps object need to be added to this report type via lookup.

To add these Fields:

  • Click Edit Layout

  • From View select Whitespace Items Fields and hit Add fields related via lookup

  • Open Account Map

  • Select # Stakeholders > Ok

  • To rename the field, go to Whitespace Items section and rename it for # Stakeholders

    • How to rename the fields: double clic on the field > rename > Ok

  • Click Save to save the layout.

 

Account Plan Scorecard Questions w/wo Answers and Account Plan Scorecard Questions with Answers

These report types show Account:

  • Scorecard Score Categories

  • Questions

  • Answers

  • Notes

The difference between these Report Types is:

  • Account Plan Scorecard Questions w/wo Answers

    • Shows all Questions, answered or not

  • Account Plan Scorecard Questions with Answers

    • Shows only answered Questions

To create the Account Plan Scorecard Questions w/wo Answers and the Account Plan Scorecard Questions with Answers Report types:

  • Go to Setup > in the Quick Find box enter Report Types > open it > click on New Custom Report Type

Then, create one or both of the Custom Report Types:

To create the Account Plan Scorecard Questions w/wo Answers Report Type

  • Primary Object: Accounts

  • Report Type Label: Account Plan Scorecard Questions with Answers

  • Report Type Name: AccountPlanScorecardQuestionsWithAnswers

  • Description: Accounts with Account Plan Scorecard Questions with or without Answers

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

 

  • Click on (Click to relate another object)

  • Select CP Account Plans > Each “A” record must have at least one related “B” records

  • Select Scorecard Questions > Each “B” record must have at least one related “C” records

  • Select Answers > “C” records may or may not have related “D” records

  • Save

 

 

 

To create the Account Plan Scorecard Questions with Answers Report Type

  • Primary Object: Accounts

  • Report Type Label: Account Plan Scorecard Questions with Answers

  • Report Type Name: AccountPlanScorecardQuestionsWithAnswers

  • Description: Accounts with Account Plan Scorecard Questions and Answers

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select CP Account Plans > Each “A” record must have at least one related “B” records

  • Select Scorecard Questions > Each “B” record must have at least one related “C” records

  • Select Answers > Each "C" record must have at least one related "D" record.

  • Save

 

Add Fields - Applies to both Report Types

These Report types will not include Scorecard Category Score % field. This field needs to be added to both Report Types via lookup.

To add this field:

  • Click Edit Layout

 

  • From View select Scorecard Questions Fields and hit Add fields related via lookup

  • Open Question Category

  • Select Total Score % field > Ok

  • Find the Total Score % field in the Scorecard Question section and rename it to Category Score %

    • To rename the fields: double click on the field > rename > Ok

  • Click Save to save the layout.