Buildout's CRM includes many of out-of-the-box reports for the most common reporting scenarios in commercial real estate - but there may be other aspects of your business you need to report on which aren’t covered in the standard reports. In these cases, simply create a custom report type by following the video tutorial or step-by-step instructions below.

1. Go into Setup and enter “Report Types” into the Quick Find search box

2. Select New Custom Report

3. Select which records you’d like to report on.

For this example, we’ll focus on Properties with Deals with Activities, so the primary object will be Properties. Next, create a name for your new report type and fill in the required fields (highlighted in red). Finally, you’ll need to select “Deployed” at the bottom of the page if you’re ready for this custom report type to go live, or “In Development” if you’re still working out the details and don’t want it to be visible to other users just yet.

4. Next, you'll select your objects that you'd like to include in your report.

Note that you'll need to decide whether each record must have at least one related record with that object, or if the records may or may not have a related record. Click Save to complete.

5. Now, go back to Reports and select your new custom report type.

Not seeing all the fields you want to incorporate in you new report?

If the fields you want (but do not see) are on records related to the report objects you have included in your custom report, you can add them by following these steps:

1. Go into Setup and enter “Report Types” into the Quick Find search box

2. Choose the report type you'd like to update

3. Click the "Edit Layout" button

4. Navigate to the right panel and choose the main object you would go to to find the fields you want to add. In this example we are looking at property

5. Click on "Add field related via lookup"

6. Click the object you want to add

7. You should then see a list of fields you can choose from or choose "Select All"

8. Click "Save" and refresh your screen before navigating back to the report