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Custom Report Types

Custom Report Types

 

Overview

To create a Custom Report Type:

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

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

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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

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  • 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:

Opportunities with/without SC Questions & Answers Report Type

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  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Scorecard Questions w/wo Answers

  • Report Type Name: OpportunitieswithScorecardQuestionswwoAnswers

  • Description: Opportunities with Scorecard Questions w/wo Answers

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

 

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  • 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

 

Opportunities with Scorecard Questions and Answers Report Type

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  • 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

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  • 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

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

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  • Open Question Category

  • Select Sort Order and Total Score % fields > Ok

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  • 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

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  • 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 Deal Question Answer Fields > click Add fields related via lookup

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  • Open Contact Category

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  • Select Title > OK

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  • 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

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  • Click Ok to save each Field Name change

 

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  • 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

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  • 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

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  • Open Question Category

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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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