1. In Setup, use the Quick Find box to find Report Types.
2. Create a report type, and select Accounts, Contacts, or Leads as the primary object.If you’re working toward complying with data protection and privacy regulations,consider excluding personal data from the report type name and description.
3. Click Next.
4. Relate Integration Rule Info to the primary object that you selected.To report only on records processed by a rule, select Each “A” record must have at least one related “B” record.To report on all records, select “A” records may or may not have related “B” records. If you choose this option, when you create reports, you can filter out records that a rule hasn’t processed. Person accounts and other records that a rule hasn’t processed have a data integration status of Blank.
5. To report only on records processed by a rule, select Each “A” record must have at least one related “B” record.
6. To report on all records, select “A” records may or may not have related “B” records. If you choose this option, when you create reports, you can filter out records that a rule hasn’t processed. Person accounts and other records that a rule hasn’t processed have a data integration status of Blank.
7. Save the report type.
8. Create a report using the custom record type you created.
9. Add the Integration Rule Info fields to the report. Zero in on the information you want to see by adding filters to the report.