Create Reports from Data Classification Metadata

Run reports to help meet your data management policies.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: All editions
User Permissions Needed
To edit or view data classification fields: Customize Application or Modify Data Classification
  1. To expose the metadata fields, create a custom report type. From Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. Click New Custom Report Type.
  3. For Primary Object, select Entity Definition.
  4. Fill in the remaining fields and click Next.
  5. Add a child object. Click the box under the primary object and select Field Definitions.
  6. Click Save.
  7. Exit Setup and click the Reports tab.
  8. Build a report in Lightning Experience or Classic using the report type you made.