---
schema_version: "1"
id: 4907aa2a4e53a6085241275a833643a81443f7fbbc7c5e666dcc207f750dd13d
title: Create a Custom Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_custom.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_custom.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0ff0b6391ae842194204cb2b1847f97eaccb75a37417ce89ef7735c0b9f7dc78
description: You can customize standard reports, or you can build custom reports from scratch to suit the exact needs of your organization.
products:
  - Cross Cloud
release: "264"
---
# Create a Custom Report

You can customize standard reports, or you can build custom reports from scratch to suit the exact needs of your organization.

### 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>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing and Legacy Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d24442e88">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24442e88 ">To run reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24442e88 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports </dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports </dd>

              </dl>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24442e88 ">To schedule reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24442e88 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Schedule Reports </dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Schedule Reports </dd>

              </dl>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24442e88 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24442e88 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

              </dl>
            </td>

          </tr>
        </tbody>
      </table>

Users with the Manage Custom Report Types permission can define custom report types that extend the types of reports from which all users in their organization can create or update custom reports. 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. Salesforce provides a set of pre-defined standard report types; administrators can create custom report types as well.

Users with the Manage Reporting Snapshots permission can create and schedule snapshots. A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.