Some Salesforce Info Can Only Be Reported on via a Custom Report Type

results_magnifying_glassLearning how to set up and leverage Custom Report Types in Salesforce is worth devoting some admin learning time toward.  There are a number of things within Salesforce that can only be reported on when using a Custom Report Type as the basis for a Custom Report.  They include:
  • Reports with or without Dashboard Components
  • Dashboards and their Dashboard Components
  • Knowledge (by creating Custom Report Types on each Article Type)
  • Reporting on Chatter
    • Chatter Activity
    • Groups
    • Hashtags
    • Users with or without Followers
    • Users with or without Chatter Activities
  • Domains and Domain Sites
  • Mobile Sessions
  • Ideas
  • (Note there is a free AppExchange App containing a few Dashboards)
  • Identity Provider Event Log
    • Since no one knows what this is: The identity provider event log records both problems and successes with inbound SAML authentication requests from another app provider, and outbound SAML responses when Salesforce is acting as an identity provider

To learn how to create Custom Report Types, see our previous blog article entitled “5 Great Salesforce Custom Report Type Examples & How to Create Them“.

David Carnes - Founder & CEO

about the author

David Carnes

David’s role as Chairman & Chief Digital Evangelist is centered around driving meaningful client engagement and business development. The key to this is serving as an advisor to OpFocus’ SaaS clients as they scale their revenue operations and embrace digital transformation.

In his early career, David worked in IT and operations for software companies, developing an interest in CRM, marketing automation, and analytics while building out systems, processes, data, and reporting for the business teams he supported. He earned a Masters in Software Engineering and credits a Harvard summer class in database management for opening his eyes to what systems could do to support operations. In founding OpFocus in 2006 David took another step toward focusing on business operations, seizing on Salesforce’s vision and never looking back.

David is a frequent speaker at Salesforce and Salesforce community events around the world, mentors through the Trailblazer Mentorship Program hosts Dashboard Dōjō, and serves as a Platform Champion and a Pi-TaP board member. Due to his involvement in the trailblazer community, David’s recently been awarded the position of Salesforce MVP!