This video demonstrates how to create custom report types within your admin login under the setup menu. It shows how to clone and/or make a new report type - single object or multiple and how to include custom fields previously created and added into your improveit 360 org. It explains how to tell the difference between the managed report types and the custom report types - all managed report types come standard OOTB within your improveit 360 package and cannot be customized with custom fields.
Keep in mind, some Report Types are Editable!
Is the Report Type Managed or Unmanaged?
From the List of Report Types, you will see an icon that looks like an envelope with a blue arrow next to any Managed Report Types.
NOTE: Unmanaged Report Types can easily be Edited. You can simply add your new Custom Fields to the existing Report Type. See also: How to Edit Existing Report Types to add Custom Fields
Example: Of the Report Types shown below, only Loans and Lead Sources with w/o Appointments with w/o Sales Report Types are Editable. The other Report Types shown here are Managed (as indicated by the icons).
