Salesforce Custom Report
- George Apostolov
Salesforce Custom Report: step-by-step guide
Click on the Gear icon on the top-right and select Setup from the dropdown.
Search for Report Types in the Quick find field.
Hit Continue.
Click on the New Custom Report Type button.
Select the Primary objects (Record A) for your report (e.g. Accounts) Also, input the category which the primary object falls under.
While testing you can keep the status as In Development
However, you will need to change it to Deployed if you want to push the report live. After that hit Next.
Hit Click to relate to another object to add the B record.
Select the B record. (E.g. Opportunities)
And hit Save.
Quick answer: To create a Custom Report in Salesforce, access Setup through the Gear icon, search for Report Types, and click New Custom Report Type. Select the primary object and category, set the development status, choose a related object if needed, and save your configuration.
About this Salesforce tutorial
Build custom reports in Salesforce by configuring report types, selecting primary and related objects, and updating status to deployed. This guide covers salesforce Custom Report in 10 steps, starting with "Click on the Gear icon on the top-right and select Setup from the dropdown" and finishing with "And hit Save ". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce Custom Report take?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Create a Dashboard in Salesforce, Salesforce - Create a List View and Salesforce - How to Create a Permission Set in Salesforce. Last reviewed 05 Oct 2026.
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