#1MinuteTip #SalesforceWinter25 Quickly find and create personalized list views of custom report types with the enhanced Custom Report page in Setup. Edit report details and adjust object relationships directly on the summary page, now featuring a more compact layout.
The redesigned report type layout editor offers greater flexibility for managing custom fields and sections, and you can now add up to 1,000 fields to the report type layout using lookup fields.
Product Area: Analytics
Navigate to ‘Reports and Dashboard Settings’ -> tick ‘Enhanced Custom Report Type Setup Page (Beta)’
Notice, the ‘Report Types’ page list view has a new UI. You can create custom list views.
While creating a new custom report type, the definition and the object selection page has a new look.
When editing the report layout, in the Fields panel, simply drag fields into the desired section. Within the report section, you can search for fields, rearrange them, view details, and customise display names. Use the ‘Lookup Fields’ option to locate and add fields to the report type.
References & Useful URLs
- For Related Winter ’25 Release Note Article – Click Here
- Blog Post – Step By Step Guide To Custom Report Type in Salesforce
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