Create Reports for Account Relationships

Create a custom report using the Account Relationship object to track your account relationships. Once you’ve created the report, share your information in a dashboard.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create and manage Account Relationship Data Sharing Rules:	Create and Set Up Experiences AND You must be a member of the Experience Cloud site

1. Create a custom report type. Select Account Relationships as the primary object.
2. Build your report and save it.
3. Share the report on a dashboard.

Example Once you’ve created a custom report type using the Account Relationship object, you can build your report to fit your needs.