---
title: "Custom reports"
url: "https://docs.signnow.com/docs/custom-reports"
type: "page"
section: "Integrations"
slug: "custom-reports"
---

# Custom reports

# Custom reports

Generate custom reports to review the status of all documents sent via SignNow from your Salesforce organization.

Follow these steps to create a custom report for all invites sent from your Salesforce organization.

## Step 1

Go to **Setup > Report Types**. 

Click **Continue** to start building your custom report.

![report_types.png](/reference-assets/images/SignNow_Salesforce/custom_reports/report_types.png)

## Step 2

To create a new report type, click **New Custom Report Type**.

![new_custom_report_type.png](/reference-assets/images/SignNow_Salesforce/custom_reports/new_custom_report_type.png)

## Step 3

Select the primary report object: **SignNow Invitations**.

Enter the report details as needed.

Set availability to **Deployed**.

Click **Next** to proceed.

![new_custom_report_settings.png](/reference-assets/images/SignNow_Salesforce/custom_reports/new_custom_report_settings.png)

## Step 4

Select related objects: **SignNow Signers**, and A to B relationship: **"A" records may or may not have related "B" records**.

Click **Save**.

![ab_relationship.png](/reference-assets/images/SignNow_Salesforce/custom_reports/ab_relationship.png)

You have set up your custom report. 

![report_details.png](/reference-assets/images/SignNow_Salesforce/custom_reports/report_details.png)

Now, let's generate the report with SignNow invites sent to users.

## Step 5

Click the **App Launcher** (grid icon in the upper-left corner) and start typing *reports*. 

![generate_report_start.png](/reference-assets/images/SignNow_Salesforce/custom_reports/generate_report_start.png)

## Step 6

Click **New Report**.

![template_generate_new.png](/reference-assets/images/SignNow_Salesforce/custom_reports/template_generate_new.png)

## Step 7

On the **Select a Report Type** page, click the report you have just created. Click **Start Report**.

![start_report.png](/reference-assets/images/SignNow_Salesforce/custom_reports/start_report.png)

## Step 8

Customize your report by adding fields and filters. Click **Save & Run** to generate a report.

![add_fields_filters.png](/reference-assets/images/SignNow_Salesforce/custom_reports/add_fields_filters.png)

## Step 9

Name the report, add a short description, and select a folder to save it. Click **Save**.

![save_report.png](/reference-assets/images/SignNow_Salesforce/custom_reports/save_report.png)



---
*Full page: https://docs.signnow.com/docs/custom-reports*