Record Types can be used in Analytics to filter and view records based on the record type.

How to add Record Types in Analytics?

In the left navigation bar, click Analytics.

For any widget in a report, You can add record types as a filter or condition.

The group by option also supports record types

You can add Record Types in both the basic and advanced filters

What happens on Record Type removal?

When you remove a record type used for a report, it will be removed from the filters section. Other filters in the report will stay intact.

If you have access to only one record type used in the report, you will not be able to view the report.

If a field used in the filters section of a report is hidden for a record type, you will not be able to view the report, although you may be able to access the field for a different record type.

What happens when you lose access to Record Types?

If a record type is used in conditions in reports and later the scope of that record type is changed to ‘hidden’ for your role, you will not be able to view/edit the report.

What happens on Downgrade?

Upon downgrade to lower plans, the record type will be removed from the filters section. Other filters in the report will stay intact. You must modify the report to include other fields if the filters only contain record types.