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Awesome Admin: Report Types: https://help.pm.leapevent.tech/a/2049187
Reports are built on report types - but what does that mean, exactly? When should you build a new report type, and how do you do that? Join us for a discussion and a demo - we'll talk about reports vs. report types, how report types are structured and what that means for the reports you build on them, and take a walk through creating and editing report types.
This webinar is geared toward PatronManager admins and reporting enthusiasts.
Recorded March 12, 2026
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Resources
- How to Build Tricky Reports with Cross Filters: https://help.pm.leapevent.tech/a/962107
- Creating custom report types - Salesforce Help: https://help.salesforce.com/s/articleView?id=sf.reports_report_type_setup.htm&type=5
- Custom report types: Salesforce Ben: https://www.salesforceben.com/features-custom-report-types/
- How to Modify an Existing Report Type: https://help.pm.leapevent.tech/a/942505
- How to Add Custom Fields to a CRM Snapshot: https://help.pm.leapevent.tech/a/989690
- How to Create a Custom Contacts with Ticket Order and Ticket Order Item Report Type: https://help.pm.leapevent.tech/a/1171275
- How to Create and Update Custom Fields: https://help.pm.leapevent.tech/a/829691