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.
- Open the Salesforce Inspector Reloaded panel
- Select the REST Explore menu
- Use the GET request as in Workbench
/services/data/vXX.0/analytics/report-types/Account_custom__c
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