Custom report type deployment status and report access
Key Takeaway
While a custom report type is In Development, it and all of its reports are hidden from everyone except users with the Manage Custom Report Types permission. You must deploy it to make it available to other users.
A custom report type is a template that sets which objects and fields users can work with when they build reports. Each custom report type has an availability status, In Development or Deployed, that controls who can see the report type and the reports built on it.
Setting up a custom report type
A custom report type gives more flexibility with object relationships than a standard report type. It can include fields from objects with lookup relationships. You need the Manage Custom Report Types permission to create and update custom report types.
- In the Enhanced Custom Report Type Builder, you can build a custom report type on any object, even objects you don't have permission to view.
- After you save a custom report type, you can't change its primary object.
- Choose a category for the custom report type so users can find it when they create a report.
- "Edit Layout" controls which fields are available in reports built on the report type. You can also change field display names there. Hiding a section excludes it from the report.