How to Hide Unused Report Types in Salesforce? | Techila
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How to Hide Unused Report Types in Salesforce?


How to Hide Unused Report Types in Salesforce?

A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type.

For example, an administrator can create a report type that shows only job applications that have an associated resume; applications without resumes won’t show up in reports using that type. An administrator can also show records that may have related records—for example, applications with or without resumes. In this case, all applications, whether or not they have resumes, are available to reports using that type.

The report type you choose determines which records and fields appear in your report. For example, the Opportunities report type gives you access to Opportunity records and fields like Amount, Stage, and Type.

There are two types of report types:

Standard report types give you access to most Salesforce data. For example, the Opportunities report type gives you access to Opportunity records and fields in your report. If you’re going to report on Opportunity Amounts or Probability or Type, then Opportunities is the report type is for you.

Custom report types give you access to custom objects in Salesforce, or custom views of standard objects (like Opportunities), which your administrator configures. For example, your administrator can create a custom report type which gives access to Opportunities, plus related fields from Products. With that custom report type, you can easily report on Opportunities for a given product.

If your users use only a subset of the available standard report types, you can hide the ones they don’t need.

To hide unused report  types;

  1. On the Reports tab, click New Report.
  2. Select Select Report Types to Hide. The green check mark next to a report means it’s visible to everyone.
  3. To hide the report type, click the check mark to change it to an X.

Create New Report page

Hidden report types don’t show up when you use the search box on the Create New Report page.

If you hide all the report types in a folder, the folder is also hidden. However, if you later unhide the report type in the “Select Report Types to Hide” dialog box, users can see the folder.



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