---
schema_version: "1"
id: 592170bd673fbfda3e5f9cd9ce2f28345a775b605684594e6e37cbfaf6af23c4
title: Create a Custom Report Type for Forecasting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/forecasts3_reports_crts.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.forecasts3_reports_crts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ba8201045d4ea5986f0804972fb1c71682a40239178f0b1c54a65afaa978a129
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Create a Custom Report Type for Forecasting

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Performance</strong>, and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with the Sales Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d40842e78">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40842e78 ">To create, update, and delete custom report types:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40842e78 ">Manage Custom Report Types</td>

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1. 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**.
2. For Primary Object, select Forecasting Items or Forecasting Quotas.
3. For Store in Category, select **Forecasts**.
4. Let your reps know the locations and names of the report types.