DisclaimerThis feature is not live yet. The purpose of this article is to give users a heads-up on the upcoming feature.

Record Types can be used in classic reports to filter and view records based on the record type.


How to add record types in classic reports?

Go to Reports > Classic Reports

In the Logic Type section, choose record types as a condition. You can select from read-only and editable record types.

What happens on Record Type removal?

When you remove a record type that is used for a report, it will be removed from the conditions section. Other conditions in the report will stay intact.

If you have access to only one record type used in the report, you will not be able to view the report.

If a field, used in the conditions section of a report, is hidden for a record type, you will not be able to view the report, although you may be able to access the field for a different record type.

What happens when you lose access to Record Types?

If a record type is used in conditions in reports and later the scope of that record type is changed to ‘hidden’ for your role, you will not be able to view/edit the report.

 

What happens on Downgrade?

Upon downgrade, the record type will be removed from the conditions section. Other conditions in the report will stay intact. If the conditions consist of only record types, you will have to modify the report to include other fields.


You can also add record type to the Preview data section

Summarize/group data by record types