Building Your Own Reports

Q: Can I report on emails REDA sent or received?

Yes. REDA installs a REDA Email Messages (Sent/Received) report type, built on EmailMessage, which sits under Other Reports in the New Report picker. It covers the emails captured by the REDA Email Integration.

Step-by-step 6 min read Updated July 2026

REDA's packaged reports answer the questions most teams ask most often. Sooner or later, though, you'll want to report on your data your way — inquiries by region, promotions that actually convert, showings per property. This guide covers the one part of report-building that is specific to REDA: choosing the right report type as your starting point so the data you need is already joined in. The report builder itself is standard Salesforce, so once you've picked the type we point you to the official Salesforce documentation for the mechanics — filters, formulas, charts, and subscriptions.

Getting there. Open the App Launcher (the grid icon at the top-left of any page) → REDA → the Reports tab, then click New Report and choose a report type to start from.
Access you'll need. Creating reports is granted by your Salesforce administrator, separately from your REDA permission sets — if you can't create reports, ask your admin for report access. What a report can show is still limited to the REDA records you're allowed to see, which your REDA permission sets provide.

Using REDA Sales Cloud edition? This article shows the Platform edition, where prospects are Inquiry records (the standard Salesforce Lead in Sales Cloud) and leasing promotions are Promotion records (a standard Campaign with the “Leasing Promotion” record type). Everything else — the fields, the steps and the behaviour — is the same unless noted. See REDA editions.

Pick your starting point: REDA report types

Every report begins with a report type — the template that decides which records and fields the report can pull. REDA installs eight report types that pre-join its records, so you can ask a question that spans two or more of them without wiring the objects together yourself. Start from the row that matches your question:

You want to report on…	Start from this report type
Which acquisition deals carry which loans	Acq Opportunities with Lending Opportunities
Where your inquiries come from, by region / property type / neighbourhood	Inquiries with Property Fields
What a promotion cost you in billed discounts	Leasing Promotion with Opp Charge with Opp Invoice
Which promotions generate inquiries (return-on-investment)	Promotion with Inquiries
The occupancy structure of a building	Properties with Child Properties
How many showings each property received	Properties with Showing Events
Straight-line rent by property	Straight Line Schedule with Periods (Custom)

For the full definition of each type — what it joins and when to reach for it — see REDA Report Types to Start From. In the New Report picker, six of them sit under the Other Reports category and one (the straight-line type) under Administrative Reports; typing part of a name into the picker's search box finds any of them.

What if no REDA report type fits?

If your question is about a single kind of record — all your Properties, every open Ticket, all Bookings — you don't need a REDA report type at all. The standard single-object report types cover those directly: pick "Properties," or "Tickets," and report away. The REDA report types exist for the cross-object questions in the table above, where a report has to reach from one record into a related one (a promotion into its invoices, a property into its child units). Choose a REDA type when your question spans records; choose a standard single-object type when it doesn't.

Build the report

Once you know the starting type, the build itself is short:

Open New Report. From the Reports tab, click New Report.

Pick the report type. Type part of the type's name into the picker's search box, or browse the categories — most REDA types are under Other Reports, and the straight-line type under Administrative Reports. Select the one that matches your question, then confirm to open the report builder.

Filter and group. Add filters to narrow the rows (for example, to the current period or a single property) and group the results to summarise them — say, by promotion, region, or property.

Save to a shared folder. Save the report into a folder your team can see, not your private "My Personal Reports" folder, so colleagues can run it too (see Report Folders & Sharing Access).

The report builder is standard Salesforce. For the builder mechanics — adding filters and cross-filters, summary formulas, charts, and report subscriptions — see the official Salesforce documentation: Reports and Dashboards (Salesforce Help). This guide covers only the REDA-specific choice of where to start.

The Create Report dialog with the report-type picker

The Create Report dialog — the Category rail on the left runs from Accounts & Contacts down to Administrative Reports and Other Reports, and the list shows REDA report types such as Tickets with Parent Opportunity and Promotion with Inquiries.

Worked example: a promotion return-on-investment report

Meridian's marketing lead wants to know whether the Spring Move-In Special is pulling its weight. Here's the whole build:

New Report → Promotion with Inquiries. This type pre-joins each promotion to the inquiries it drew, so the inquiry columns are available from the start.

Filter to the promotion. Narrow the rows to the active Spring Move-In Special.

Group by promotion, count inquiries. The report shows the promotion drew 12 inquiries, of which 3 converted to leases — a return the marketing lead can weigh against its cost.

Save to the team folder. File it in Meridian Leasing Team so the whole team can rerun it next campaign.

Counts here are illustrative report output, not figures REDA computes for you.

Where to go next

REDA Report Types to Start From — the full definition of each of the eight types.
Prebuilt REDA Reports — check whether a report you need already ships before building it.
Report Folders & Sharing Access — where to save a report so your team can use it.
REDA Dashboards — turn the reports you build into a dashboard.
Subscribing to & Scheduling Reports — get a report emailed to you on a schedule.

Frequently asked questions

Report-builder access is granted by your Salesforce administrator. It is not part of any REDA permission set, so holding a REDA permission set does not by itself let you create reports. Ask your admin to grant report access.

The eight REDA report types live in the New Report type list — seven under the Other Reports category and one (the straight-line type) under Administrative Reports. Type part of the name into the picker's search box to find any of them. If you can't create a report at all, that's a report-access question for your administrator.

Reports respect your record access. Your REDA permission sets and your org's sharing determine which records you can see, so two people running the same report can see different rows.

Yes. REDA installs a REDA Email Messages (Sent/Received) report type, built on EmailMessage, which sits under Other Reports in the New Report picker. It covers the emails captured by the REDA Email Integration.

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