Fetch all reports to Force.com IDE (if you have LOADS of reports try to do it couple folders at a time - the metadata API can retrieve 5K objects in one go). Then Ctrl+H (or any non-Eclipse "find in files" of your choice) and search for the report type API name. Reports that use it will have line similar to
Full Answer
Why is my report type not showing up in Salesforce?
Thanks. The reason behind this error could be due to a number of circumstances (Organization-Wide Defaults, Field-Level Security, Profile, and User permissions), all outlined below. Check that your Report Type is in "deployed" status.
How do I create a report type in Salesforce?
Setting up the report type is simple: First, choose the parent object as the primary object. Then, choose the child object as the related object. Be sure to specify the option for “Each “A” record must have at least one related “B” record.”
How do I determine which report type is utilized by the report?
Once a custom report type has been created and you are working with various reports/dashboards, it can be difficult to determine which report type is utilized by the report itself. Create a Custom Report Type with Reports as the primary object. Ensure the Report Type field has been added to the report layout.
Why can't I access my report type?
Check that your Report Type is in "deployed" status. Even though you think you have access to the Report Folder, it's a good practice to double check that the access has not changed for some reason. You don't have 'read' access to one of the objects that the report references.
Why can't I see a report type in Salesforce?
If you don't see a report type with the objects you need, or you need to add additional fields to a custom report type, you (or your Salesforce Admin) can do that! In the Salesforce Setup menu, search for Report Types.
How do I find report type in Salesforce?
Click Edit while viewing the report. In the upper, left corner of the report edit page, the report type in use will be displayed.
Where are standard report types in Salesforce?
Yup. When you go to create a New Report, it will show you all available Report Types, including all of the Standard Report Types. Examples of "Standard" report types would be "Accounts" and "Leads".
Can't see fields report Salesforce?
Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile. If you're on Professional Edition or lower, you'll instead need to add the field to your account page layout.
How do I add a report type in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...
How do I change report type in Salesforce?
From the Reports tab, click New Report. Select the report type, and then click Create. Note You can't change the report type after the report is created.
What are the types of reports available in Salesforce?
Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
What is the report type in Salesforce?
What is a Report Type? In Salesforce, a Report Type acts as a template. It defines the following: Objects: what Objects the report can see (e.g. Accounts, Contacts, Opportunities, etc.) Object Relationships: The overlap between the selected objects.
What is the difference between report and report type?
In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. Out of the box, Salesforce provides many useful standard report types.
How do I enable a field for a report in Salesforce?
Fields Available for ReportsSelect the object on the right window.Click "Add Fields Related Via Lookup".Click the lookup field in the current object. You can now see the fields from the lookup object.Select the fields you would like to add and click OK.
What is custom report type?
What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.
What happens if there is no record in Salesforce?
Analogous to a list view in Salesforce, when you only specify one object in your report type you will only have access to the data stored in the fields defined on that object for your columns*. Every row in this dataset represents a record. If there is no record, there will be no row in the data set. This is the concept of the “primary object”, which applies to all the report types we’ll be covering. If there is no record from the primary object, we will not see a row in our data set. In the sample data above, each table is already showing what the resulting data set would look like. Here is the account and opportunity data set:
How to set up a report type?
Setting up the report type is simple: First, choose the parent object as the primary object. Then, choose the child object as the related object. Be sure to specify the option for “Each “A” record must have at least one related “B” record.”.
Can a record be represented unless it is related to an account record?
A record will not be represented unless it is related to an account record. Creating this report type is very similar to scenario #2. Just be sure to specify the option for “ “A” records may or may not have related “B” records.”.
Can you report on data from a single object?
The data you and your users want to report on is not always stored in records from a single object. Many times you will need to join data together from various objects to create meaningful reports. But with so many ways to join data together, it’s crucial to know when to use each method. We will be utilizing custom report types ...
