Custom Reports

you can add a report chart directly to any record page this works on all standard and custom object record pages and can also be deployed on salesforce mobile and experience cloud pages build your report create a custom report type that connects your primary object (e g , interactions , activities , cases ) with the contextual object you want to analyse (e g , accounts , opportunities , projects ) for example, if you want it to show who has viewed an opportunity record, select the help interactions object and the opportunity object to learn how to create a custom report type, see https //help salesforce com/s/articleview?id=xcloud reports report type setup htm\&type=5 create a new report based on your custom report type give it a descriptive name such as \[primary object] by \[context object] set up filters to narrow the data scope—for example date/time range show only recent records (e g , “last 30 days”) record scope include all records of the primary object add a filter that defines context—such as a field holding the related record id (e g , context id or parent record id ) this ensures your report dynamically reflects the record it’s embedded within group your data by relevant dimensions — for example date/time created created by user choose columns that surface useful identifiers, such as record name , status , or interaction type the goal is to make the report informative when viewed from within the related record embed the report add a new tab to the lightning record page for your contextual object (e g , opportunity, account, project) we recommend labelling it meaningfully (e g , engagement insights , record activity , or analysis ) drag the report chart component into the new tab link it to your drill through report you created filter it by the related record’s id (e g , filter by current record id ) tick show refresh button to enable the refresh button for the report optionally, set the component visibility—you may only want management to see the report tab