Missing Report Types - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
Visakh NSVisakh NS 

Missing Report Types

Report Type not showing up in list of "Report Types" but we have reports running with that Report Type. Any idea?
Best Answer chosen by Visakh NS

All Answers

Manasa UdupiManasa Udupi
Hi Visakh,

Can you switch to salesforce classic and check if the Report type is hidden from the users?
Click on new report and select checkbox as below:

User-added image
Manasa UdupiManasa Udupi
Also check the status of the Report types, if it is Deployed or not.
Visakh NSVisakh NS

Hi Manasa,

The report type I am looking for is "Campaigns with Influenced Opportunities". I bleive it's a standard report type still it's not visible to end users. Only the Admin users are able to view it.


Manasa UdupiManasa Udupi
This was selected as the best answer
Manasa UdupiManasa Udupi
Here is the Salesforce guide to enable Campaign Influence: https://help.salesforce.com/articleView?id=000315113&type=1&mode=1 (https://help.salesforce.com/articleView?id=000315113&type=1&mode=1)
Manasa UdupiManasa Udupi
If you need step by step details then this thread has few screenshot towards the end: https://success.salesforce.com/answers?id=9063A000000ZrSbQAK
Visakh NSVisakh NS
Thanks Manasa for sharing these articles. I will go over theseand try to get this working.
Visakh NSVisakh NS
It did work. Thanks a lot Manasa.
Exams BuzzExams Buzz
I appreciate you for such a great amount of information. I assure this would be beneficial for many people.