---
schema_version: "1"
id: cf3d4c4e29bbacb4913c94cf50cba834d76d5801bac701743f21e5e3edd08429
title: Create Reports on Data Integration Updates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/ddc_data_integration_create_update_info_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.ddc_data_integration_create_update_info_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 95b0df70ae0997ef68c718c95e2e0758db31baca7d677076a16d51f01a2b8bfc
description: Use reports on data integration status to monitor your accounts, contacts, and leads for records that need attention and to ensure the highest possible match rates.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Create Reports on Data Integration Updates

Use reports on data integration status to monitor your accounts, contacts, and leads for records that need attention and to ensure the highest possible match rates.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</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="text-align:center;vertical-align:top;" id="d2790e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">To create or update custom report types:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">Manage Custom Report Types</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">To delete custom report types:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">Modify All Data</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">
              <p>Create and Customize Reports </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Report Builder</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">To run reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">Run Reports</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">To schedule reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2790e66 ">Schedule Reports</td>

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

1. In Setup, use the Quick Find box to find **Report Types**.
2. Create a report type, and select **Accounts**, **Contacts**, or **Leads** as the primary object.
    
    If you’re working toward complying with data protection and privacy regulations, consider excluding personal data from the report type name and description.
3. Click **Next**.
4. Relate Integration Rule Info to the primary object that you selected.
    
    - To report only on records processed by a rule, select **Each “A” record must have at least one related “B” record**.
    - To report on all records, select **“A” records may or may not have related “B” records**. If you choose this option, when you create reports, you can filter out records that a rule hasn’t processed. Person accounts and other records that a rule hasn’t processed have a data integration status of Blank.
5. Save the report type.
6. Create a report using the custom record type you created.
7. Add the Integration Rule Info fields to the report. Zero in on the information you want to see by adding filters to the report.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-data_quality-264-0-0-production-enus/abf88105-66d5-422e-983e-0592556338d7/images/icon_example.png)

Example

To help ensure the highest possible match rates, group records by data integration status, such as Not Found, Different, and Skipped. Then inspect individual records in the report. To focus on records processed by a specific rule, filter for Description fields containing the rule’s name.

Not Found

The rule processed records with a status of Not Found, but the records weren’t matched to records in a data service. Inspect these records to ensure that the data in the fields the rule uses for matching are in good shape. Missing or incorrect data can prevent matching.

Different

Inspect records with a status of Different to confirm each record’s field values or overwrite selected fields with values from the data service.

Skipped

Inspect records with a status of Skipped to see what validation or trigger error prevented the Salesforce record from being matched or updated.

#### See Also

- [Set Up a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_report_type_setup.htm&type=5&language=en_US)
- [Build a Report](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_build.htm&type=5&language=en_US)
- [Integration Rule Info Fields](https://help.salesforce.com/s/articleView?id=sales.integration_rule_info_fields.htm&release=264.0.0&type=5 "Integration Rule Info fields are available in reports.")
- [Data Statuses](https://help.salesforce.com/s/articleView?id=sales.data_dot_com_clean_clean_rule_clean_statuses.htm&release=264.0.0&type=5 "When you check for new data on a record, the data status indicates how the record compares with data service records.")