1. From Setup, enter Report Types in the Quick Find box, then selectReport Types.
2. Click New Custom Report Type.
3. Select Cases as the Primary Object for your custom report type.
4. Enter the Report Type Label. For example, Cases withExternal Documents. The Report Type Name automatically fills.
5. Enter a description for your custom report type. For example, Reports on theexternal documents attached to cases.
6. To indicate where to store the custom report type, select the OtherReports category.
7. Select the deployment option of your choice. Click Next.
8. On the next page, Define Report Records Set, relate another object and create an A to B Relationship. Select External Documents as the child object for your custom report type. Leave Each “A” record must have at leastone related “B” record selected. Click Save.
9. Leaving Setup, click the Reports tab.
10. Click New Report. From the Other Reports folder, selectCases with External Documents, or the name of the report you created.
11. Click Create.
12. If they’re not already included, from the Cases object in the left pane, drag and drop theCase ID and Case Number fields onto the report. From the External Object: Object Name object, drag and drop the DisplayURL and Title fields. Drag and drop other fields that you want to include in the report.
13. Click Run Report. Save the report.