Overview

In this section, you will find some tips in order to select the report type you need.

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Table of content

Report types for Accounts & Contacts
When you create a new report, the selection of the report type is a critical step. It determines: the fields you will be able to use as columns in the report, the fields you will be able to filter on, the pre-filters displayed report on customization page, and of course, the data displayed in the report. Be very careful when you select the report type, because there is no possibility to change it once your report is created.
Some report types are combine several objects. For instance : Cases with Case Product Details Cases with/without Case Product Details With those two report types, you will have the same fields and filters available, but there is a major difference with data: Cases with Case Product Details --> Will appear ONLY the cases which have a product. Cases with/without Case Product Details --> All cases will appear.
To report on Accounts and/or Contacts, you should use:	Report type: "Contacts & Accounts"
To report on Accounts and GBU Customer Segmentation you should use:	Report type: "Accounts with GBU Customer Segmentation"
To report on Accounts and Account Team Members you should use:	Report type: "Account with Account Teams"
•David can see the result in the Preview section.

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