Creating a new Report Type
When you start a report from scratch using the New Custom Report Feature, you get to choose what report type you would like to start with. What if you don't see a report type that has all the objects you need in it? HOC allows you to create report types and will automatically link the objects you need together. In this lesson, we will learn how to create a brand new report type.
Look for what you want first...
Navigate to Custom Report Types
Choose the focus of your report
What do you want the rows (details) of the report to focus on? What is your primary goal of this report? This first dropbox allows you to set the primary object and from there, you can bring in other related objects. With this example, we want to find out how different contacts answered our opportunity questions for different occurrences. Our primary, in this case is Occurrences.
Name your Report Type
It is a good idea to name your report type with the objects that you plan to have associated. In this case, It is going to be Occurrences, Connections, and Answers. Make sure to tab through to the next box, and HOC will auto-populate it for you.
Give the Report Type a description. Clear and concise.
Store your new Report Type in the Other Reports Folder. (At this time, we do not have the option of creating a new Report Type Folder). By putting the report Type in this Other Reports Folder, you will always know to go to that folder to see HOC or you have created what you need.
Choose the Development Status
Create the linking of the Objects
HOC gives you a visual representation of your data structure in this window. These are called JOINS, where you are joining one object with another. You are finding information that is common in all the objects you are choosing. The dropbox shows you related Objects that you can bring in to this report. Our next Object is Connections
Left Outer Join
The second option is called a LEFT OUTER JOIN. In basic language this says: Bring in information about A and B, even if there is no information in B. See the grayed circle and note the data below it. Some of the A records do not have B data. In our report, we only want data that is in both sets, so I am going to change it back to an INNER JOIN.
Bring in another Object
We need to bring in the Answers associated with these connections, so I click box below B and add another related Object. I choose Answers and I want another INNER JOIN. What does this say? Bring in Occurrence information when there is a Connection and that Connection has Answers... Note both the venn diagram and the data structure below it.
Now create a report using your new Report type.
Edit your Custom Report Type
For more information on Custom Report Types, see: SF Help & Training: Custom Report Types.