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Friday, May 9, 2025

Salesforce: Custom Report Type Metadata

The Spring '25 release enhanced the Custom Report Types user experience on the setup page; "Enhanced Custom Report Type Setup Page" in the "Reports and Dashboards Settings" should be enabled in the setup menu, which should be turned on by default; otherwise, your Salesforce admin needs to enable it.

The Custom Report Type is stored as metadata, which we shared here. How can I retrieve the Custom Report Type metadata without an IDE? You need to use a tool that supports REST Explorer:


1. Workbench

  • Go to Salesforce Workbench.
  • Log in with your Salesforce credentials.
  • Navigate to Utilities > REST Explorer.
  • Use the REST API endpoint mentioned above to retrieve report metadata.
Use the GET method, for example: 
/services/data/v62.0/analytics/report-types/Account_custom__c

You can get the report type API Name from the Custom Report Type user interface in the setup menu, and add a suffix of __c.



2. Salesforce Inspector Reloaded
/services/data/vXX.0/analytics/report-types/Account_custom__c





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