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platform-custom-report-type-generate

Use to create, generate, or validate Salesforce Custom Report Type metadata. Trigger on custom report types, CRTs, cross-object reports, report builder data sources, exposing fields for reporting across related objects, inner vs outer joins in reports, report type categories, or deployment errors for .reportType-meta.xml files. Do NOT trigger for running, editing, or filtering existing reports; creating report folders, dashboards, or list views; or non-authoring reporting questions.

plugins/builder/salesforce-development/skills/platform-custom-report-type-generate/SKILL.md

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Nov 6, 2026
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Apache-2.0

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## Specification

# Salesforce Custom Report Type Metadata Knowledge

## Overview
Custom Report Types (CRTs) define the **data framework** for Salesforce reports. They specify a primary object, up to 3 related objects, the relationship (join) between them, and which fields are available in the report builder.

## Purpose
- Enable reporting across custom objects and custom relationships not covered by standard report types
- Curate a focused set of fields for report builders (including fields reached via lookup)
- Control inner/outer join behavior to include or exclude primary records without related records

## Configuration