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Custom report type availability status

Key Takeaway

While a custom report type is In Development, only users with the Manage Custom Report Types permission can see it and create and run reports from it. Deployed lets all users access it.

Every custom report type has an availability status, either In Development or Deployed, that controls who can use it. In Development lets you build and test a report type privately. Deployed releases it to all users so they can create reports from it.

The two availability statuses

You choose an availability status when you create a custom report type.

Who can use the report typeWhen Salesforce recommends it
In DevelopmentOnly users with the Manage Custom Report Types permissionDuring design and testing
DeployedAll usersWhen you are ready to let all users access the report type

You must deploy a newly created custom report type before other users can use it. After that, other users can create reports from it.

Platform App Builder Study Guide

Checklist progress

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Identify the features and capabilities available when creating reports, report types, and dashboards

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Standard versus custom report types

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Custom report type field layout

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Report filters and filter logic

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Cross filters on related objects

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Bucket columns in the report builder

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Row-level formula columns

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Dashboard component types

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Tabular reports as dashboard sources

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Report and dashboard folder sharing

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Report and dashboard subscriptions

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Historical trending reports

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