Create a Custom Report Type in Collaborative Forecasts
- Start creating a custom report type from Setup byentering Report Types in the Quick Find box, thenselecting Report Types and New Custom Report Type.
- For Primary Object, select a Forecasting object, suchas Forecasting Items or Forecasting Quotas.
- For Store in Category, select Forecasts.
- Let your reps know the locations and names of the report types.