Measure Performance with Branch Management Reportable Objects

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud is enabled.

How: All the key branch management objects can now be used in reports. First define a report type that references branch-related objects, and then create reports using that type. The newly reportable objects include Banker, Branch Unit, and Branch Unit Customer, among others.

To create a new branch-related report type, from Setup, type report in the search box, and then select Report Types. Click New Custom Report Type. In the Primary Object picklist, select Branch or one of the other branch management objects. Fill in additional information about the report type, then click Next.

If the primary object has related objects that are also reportable, you can relate them on the next page. Save your work.

To use the new report type, select it when creating a report. Then change the filters and outline details to customize your report.

Some branch management objects such as Branch Unit Customer and Branch Unit Related Records don’t appear as related objects when Branch Unit is the primary object. To report on those objects, create a report type with Branch Unit Customer or Branch Unit Related Record as the primary object. You can then group the resulting report data by Branch Unit Name if desired.