---
title: Custom Reports
slug: user-analytics/custom-reports
description: Build custom reports on user behavior with Unaric User Analytics to gain deeper insights into Salesforce adoption.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/kDfcoBFkllkTyIhVLsobs_unaric-user-analytics.png
icon: {"faIcon":"fa-solid fa-chart-simple"}
createdAt: 2025-11-04T15:42:20.152Z
---

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.

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## Build your report

1. 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 [Custom Report Types](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]*.

1. Set up filters to narrow the data scope—for example:
   1. **Date/Time Range:** Show only recent records (e.g., “Last 30 Days”). 
   2. **Record Scope:** Include all records of the primary object.
2. 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.
3. Group your data by relevant dimensions — for example:

- **Date/Time Created** 
- **Created By User** 

6. 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

1. 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*). 
2. Drag the **Report Chart** component into the new tab. 
3. Link it to your drill-through report you created. 
4. Filter it by the related record’s ID (e.g., **Filter by Current Record ID**). 
5. Tick **Show Refresh Button **to enable the **Refresh** button for the report.

:::hint{type="success"}
Optionally, set the Component Visibility—You may only want management to see the report tab.
:::