Make Custom Object available for Salesforce Report

By | July 8, 2014

While working with reports in Salesforce, we wanted to create a report with a custom object. While trying to do this, we were unable to find the custom object in the Report Type Section.

The solution is that we need to select the “Allow Reports” option in the Custom Object definition for that custom object.

To do this, navigate to Setup >> Objects >> Your Object (e.g. Warehouse) >> Edit. This will open the Custom Object Definition Screen as shown below – custom object definition

Now select the “Allow Reports” checkbox under the Optional Features section and save the changes. This will cause the object to be populated under the “Other Reports” Report type section as shown in the below screenshot-Reports

We can now use it to generate a new report for this custom object.

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Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.

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For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.

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