1. Create a Custom Report TypeChoose the primary object you’d like your new report type to support, then give it a name and a useful description. Mark it as “in development” until you’re ready to make it available for users to create reports.
2. Add Child Objects To Your Custom Report TypeTo enable reports to pull data from more than just the primary object, consider adding one or more related objects to your report type.
3. Design the Field Layout for Reports Created From Your Custom Report TypeAfter you define a custom report type and choose its object relationships, you can specify the standard and custom fields a report can display when created or run from a custom report type.
4. Manage Custom Report TypesAfter you create a custom report type, you can customize, edit, and delete it.
5. Limits on Report TypesCustom report types are subject to some limits to ensure high performance and usability.