Custom Report Creation

turn your altrata data into actional insights transform your salesforce experience by creating targeted reports that help you identify opportunities, track changes, and make smart decisions what you can achieve spot new opporunities by filtering enriched profiles by industry or role measure data quality by tracking match rates across your database optimize outreach strategies by analyzing engagement patterns guide your go to market plans with reliable, data driven insights how it works build powerful custom reports directly within salesforce after altrata enriches your crm data, use salesforce's native report tools to filter your records to focus on specific segments group contacts by role, industry, or custom criteria analyze trends over time share insights across teams schedule automated report delivery this puts altrata's trusted intelligence to work for your team, helping everyone make confident decisions based on quality data step by step guide to create custom report for " lead match score" in salesforce navigate to the setup select the “ setup ” option from the upper right gear icon after selecting " setup ," select " setup for current app " from the list, as shown below navigation to quick find on the quick find dashboard you can customize the app to our preferences search in quick find click in the quick find search box in the top left corner and type "report types", as indicated below select the “report types” option in the dropdown menu new custom report type creation after reading about the custom report type, click continue new custom report type creation select new custom report type as shown below enter the report type details select the primary object for our custom report type enter a unique report type label, a report type name, and a description to inform users which data is available in the report select the category for the custom report type to help users find it select a deployment status define report records set if you want to include fields from more than just the primary object, add related objects you can also specify which records from the child objects are included in the report results click " click to relate another object" select the criteria for the relationship in the select object option, search for “lead“ & select it now if you select each "a" record must have at least one related "b" record , only parent records with child records are included in the report and if you select "a" records may or may not have related "b" records , parent records are shown whether or not they have child records all subsequent relationships use the may or may not association add more objects as needed, and then click save new report creation you've set up a custom report in settings now go back to the main page, click on reports, and then click on the "new report" button starting a new report select the custom report which you created in the settings and click on "start report" select custom fields for report when you click on "start report," you'll be taken to this window, where you can choose the fields that you need, as shown below adjust the filter to display data you need add the necessary filters which user specific criteria, through which the data will be pulled save created report with this, you would see our custom report with the proper altrata ids, such as board, membership, education, and employment now, in the reports window's right corner, click the save button enter the report's name, unique name (which auto populates from the name), description, and the folder where the report should be saved once saved the created report will be under “created by me “ option