To make a forecasting report available to users, administrators must create a custom
report type. 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.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Professional, Performance, and Developer Editions
and in Enterprise and Unlimited Editions with the Sales Cloud |
| User Permissions Needed |
| To create, update, and delete custom report types: |
Manage Custom Report Types |
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Start creating a custom report type from Setup by
entering Report Types in the Quick Find box, then
selecting Report Types and New Custom Report
Type.
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For Primary Object, select Forecasting Items or
Forecasting Quotas.
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For Store in Category, select
Forecasts.
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Let your reps know the locations and names of the report types.
