Learn how to create a custom report type in Navatar using the Enhanced Custom Report Type Builder, select primary and related objects, customize fields, and deploy the report type for users.
You must have Admin access with the Manage Custom Report Types permission to create or edit custom report types.
Step 1: Log in to Navatar
Log into your Navatar account using your Admin credentials.
Step 2: Navigate to Report Types
Click the Setup icon (gear icon) at the top right.
In the Quick Find box, type "Report Types".
Click on Report Types under Reports and Dashboards.
Step 3: Create a New Custom Report Type
Click New Custom Report Type.
Select the Primary Object (e.g., Deals, Accounts, Contacts, or a custom object like Targets).
Enter a Report Type Label, API Name, and Description to help users understand the report type.
Choose a Category to organize the report type.
Set the Deployment Status:
In Development (only users with Manage Custom Report Types permission can see it).
Deployed (available to all users).
⚡ Important: You cannot change the Primary Object once saved.
Click Next.
Step 4: Add Related Objects (Optional)
Click Click to relate another object if you want to pull in fields from related objects.
Define the relationship:
Each "A" record must have at least one related "B" record (only shows parent records with children).
"A" records may or may not have related "B" records (shows all parent records, whether they have children or not).
You can link up to four objects in total (Primary + three related objects).
Click Save when you're done.
Step 5: Customize the Report Layout
After saving, click Edit Layout.
Drag and drop fields from the Fields Panel into sections to define what fields are available in reports.
You can create new sections, rename fields, and hide sections if needed.
Click Lookup Fields if you want to add fields from lookup-related objects not directly included.
Step 6: Save and Deploy
Save your layout.
When you're ready to make the report type available to all users, set its status to Deployed.
Use the Actions menu next to the report type to Start Report (test it) or view Details.
Notes
You need the Manage Custom Report Types permission to create or edit custom report types.
Field-Level Security applies users only see fields they have permission to view.
You can create a custom report type even on objects you don't have direct access to, but fields will be limited by your access.
Limitations
Cannot change the Primary Object after creation.
A custom report type can include a maximum of four object levels.
Newly created custom report types might take a few minutes to appear when creating reports.