---
schema_version: "1"
id: aec4a89d51006b407c4d288494dccaf36fad595e05751d3b4e0431c8a0e290c3
title: Measure Performance with Branch Reportable Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_branch_reportable_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_reportable_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 575a72869e65f4e5fcc38b7031de4df934be51c9e80407e5dd5e0e97280edbbb
description: Gain insights into productivity and performance by including branch management reportable objects in Lightning Reports.
products:
  - Financial Services
release: "264"
---
# Measure Performance with Branch Reportable Objects

Gain insights into productivity and performance by including branch management reportable objects in Lightning Reports.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions where Financial Services Cloud is enabled</td></tr></tbody></table>

Standard report types for Branch Management include Branches with Bankers with Opportunities. Branch Unit Related Record report types with Lead, Account, Contacts, and Opportunities.

Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are now available for creating reports with Branch Unit Related Record.

Most of the key branch management objects can be used in reports. First, define a report type that references branch-related objects, and then create reports using that type. The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

![The New Custom Report Type page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/branch_management/fsc_branch_reports1.png)

To create a custom report type for Branch Management:

1. From Setup, enter report in Quick Find, then select **Report Types**.
2. Click **New Custom Report Type**.
3. In the **Primary Object** picklist, select Branch or one of the other branch management objects.
4. Fill in additional information about the report type, then click **Next**.
5. (Optional) On the Step 2 page, select an object in the **B** object dropdown. Some branch management objects such as Branch Unit Customers and Branch Unit Related Records don’t appear as related objects when Branch Unit is the primary object. To report on those objects, create a report type with Branch Unit Customer or Branch Unit Related Record as the primary object. You can then group the resulting report data by Branch Unit Name if desired.
    
    ![The New Custom Report Type page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/branch_management/fsc_branch_reports2.png)
6. Save your work.
7. To use the new report type, select it when creating a report. Then change the filters and outline details to customize your report.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)
    
    Note If you are unable to see Related Record Association Criteria in your Branch Unit Related Record report, create a new Custom Report Type that references the Association Criteria object. Then use that report type to generate reports that include Association Criteria fields.

#### See Also

- [_Salesforce Help_: Set Up a Custom Report Type](https://help.salesforce.com/articleView?id=xcloud.reports_report_type_setup.htm&type=5&language=en_US)