Use custom report types to define report criteria that users can use to run and create reports on entitlements, service contracts, and contract line items.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To create or update entitlement management custom report types: | Manage Custom Report Types |
| To create and run reports based on entitlement management custom report types: | Create and Customize Reports |
After you set up entitlement management, your Salesforce org automatically includes the following custom report types:
| Custom Report Type | Description | Report Type Location |
|---|---|---|
| Accounts with entitlements with contacts | Lists accounts with entitlements that include contacts (named callers). | Accounts & Contacts |
| Service contracts with contract line items | Lists service contracts with contract line items (products). | Customer Support Reports |
| Service contracts with entitlements | Lists service contracts with entitlements. | Customer Support Reports |
| Cases with milestones | Lists cases with milestones. This report type can't be customized. | Customer Support Reports |
- From Setup, enter Report Types in the Quick Find box, then select Report Types.
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From the All Custom Report Types page, you can:
- Define a new custom report type. You can't select entitlements as a primary object.
- Update a custom report type's name, description, report type category, and deployment status.
- Delete a custom report type.
Important When you delete a custom report type, all the data stored in the custom report type is deleted and cannot be restored from the Recycle Bin.
Tip If you want to view a list of work orders with milestones in your org, use the
Object Milestones custom report type to create a work order report.