REDA Report Types to Start From
When you build a report, the very first choice you make is the report type — the starting template that decides which records the report can pull and which fields are available to it. REDA installs eight report types that pre-join its records for you, so a report can span a promotion and the invoices it touched, a building and its units, or a deal and the loan behind it — without you wiring the objects together. This page is the reference: it names all eight, tells you the question each one answers, and shows exactly where they sit in the report builder. It is the companion to Building Your Own Reports (which walks through creating one) and Packaged Reports & Dashboards (the finished reports and dashboards REDA already built for you).
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 each report shows is still limited to the REDA records you're allowed to see, which your REDA permission sets provide (a REDA - Property Leasing User, for example, can report on the leases and inquiries they can read).
What a report type is
A report is a saved view of your records — rows filtered and grouped the way you want them. But before a report can show a row, it needs to know which records to look at and which fields those records carry. That's the report type's job. Pick the wrong starting point and the field or the related record you want simply isn't offered; pick the right one and it's already there.
Most report types are single-object: "Properties," "Inquiries," "Tickets." They answer questions about one kind of record. REDA's contribution is a set of cross-object types — each one joins two or more related records so you can ask a question that spans them, such as "which promotion drew which inquiries?" You still filter, group, and chart the report yourself; the type just guarantees the joined data is available to start from.
The eight REDA report types
These are the report types REDA installs, listed by their exact packaged labels. Each one exists because a common REDA question needs records from more than one place at once.
| Report type | What it joins | Reach for it when you want to know… |
|---|---|---|
| Acq Opportunities with Lending Opportunities | Acquisition deals and the loans funding them | which acquisition deals carry which loans — a deal joined to the lending opportunity behind it. |
| Inquiries with Property Fields | Inquiries, with property criteria on each row | where your inquiries come from, sliced by property type, region, or neighbourhood — pipeline analysis with property attributes attached. |
| Leasing Promotion with Opp Charge with Opp Invoice | Promotions → charges → invoices | what a promotion actually cost you in billed discounts — the full promotion-to-charge-to-invoice chain. |
| Promotion with Inquiries | Promotions and the inquiries they drew | which promotions generate inquiries — promotion return-on-investment and stats. |
| Properties with Child Properties | Properties and their child properties | the structure of a multi-unit building or community — building-to-unit hierarchy reporting. |
| Properties with Showing Events | Properties and their showing events | how many showings each property received — showing activity per property. |
| Straight Line Schedule with Periods (Custom) | Straight-line schedules, periods, and property | straight-line rent by property, period by period. |
| REDA Email Messages (Sent/Received) | Captured emails, joined to the record each one was filed against | how much customer email your team actually handles — sent versus received volume, attachments, status and date, per related record. This is the reporting side of Email Services. |
A few of these lean on REDA terms worth grounding, since the report builder shows them by their record names:
- An Opportunity is REDA's deal record. An acquisition opportunity is a buy-side deal; a lending opportunity is a loan. So "Acq Opportunities with Lending Opportunities" simply pairs each purchase deal with the loan financing it.
- An Inquiry is a prospect or lead record — someone who asked about a property.
- A Promotion is a marketing offer; the tab is labelled Promotions. The two promotion types above trace an offer either to the inquiries it attracted (for return-on-investment) or forward into the charges and invoices where its discount landed (for cost).
Where they live in the picker
When you click New Report, the report types are grouped into categories. Seven of the eight REDA types sit together under Other Reports; the one exception is Straight Line Schedule with Periods (Custom), which appears under Administrative Reports. If you don't want to hunt through the categories, type part of the report type's name into the picker's search box and it filters to matches instantly. Selecting a type opens the report builder with the joined records already in scope — you then filter and group as usual.
Standard report types still work
You don't need a REDA report type for every report. For a plain list of a single kind of record — all your Properties, every open Ticket, all Bookings — the generic single-object report types do the job. The REDA report types earn their keep only on the cross-object questions in the table above: a promotion and the invoices it touched, a property and its child units, a deal and its loan. For the full list of REDA records you can report on one object at a time, see Navigating REDA.
Where to go next
- Building Your Own Reports — create a report from one of these types, step by step.
- Packaged Reports & Dashboards — the reports and dashboards REDA already built for you.
- Subscribing to & Scheduling Reports — get any report delivered to your inbox on a schedule.
- Prebuilt REDA Reports — the full catalog of ready-to-run reports.
Frequently asked questions
Eight. Seven appear under the Other Reports category in the New Report picker; the eighth — Straight Line Schedule with Periods (Custom) — appears under Administrative Reports.
In the New Report type list. Seven sit under the Other Reports category and one (the straight-line type) under Administrative Reports. If the list is long, type part of the name into the picker's search box to find any of them.
Use a standard single-object Properties report. The REDA report types are for cross-object questions — for example, properties together with their child units.
Report-builder access is granted by your administrator, separately from your REDA permission sets. If you can't create reports at all, ask your admin to grant you report access.
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