Specification

Salesforce Custom Report Type Metadata Knowledge

Overview

Custom Report Types (CRTs) define the data framework for Salesforce reports. They specify a primary object, up to 3 related objects, the relationship (join) between them, and which fields are available in the report builder.

Purpose

• Enable reporting across custom objects and custom relationships not covered by standard report types
• Curate a focused set of fields for report builders (including fields reached via lookup)
• Control inner/outer join behavior to include or exclude primary records without related records

Configuration

File extension: .reportType-meta.xml. The file basename is the report type's developer name (e.g. AccountsWithProjects.reportType-meta.xml). Each CRT is a single file, not nested under an object folder.

Key Elements

Top-level <ReportType> children: