How to Build a Report for ARPEDIO Custom Templates

After completing the required steps needed to enable reporting for the Custom Template tool, you are now ready to build a report.

For this example we will use the Account Record, but the same process is transferable to any other record type that you have Custom template data (and a look up field).

Create the report type

1. Go to Setup → Report Types
2. Click New Custom Report Type
3. Set:

• Primary Object: Accounts
• Report Type Label: Accounts with ARPEDIO FreeText Answers
• Category: Accounts
• Deployment Status: In Development

4. Click Next

Add relationships

• Relationship A: Accounts → ARPEDIO FreeText Container

1. Click Click to relate another object
2. Select ARPEDIO FreeText Container
3. Choose:

• A records must have at least one related B record

4. Click Save

• Relationship B: FreeText Container → ARPEDIO FreeText Answer

• Under the FreeText Container node, click Add Child Object
• Select ARPEDIO FreeText Answer

• Choose: B records must have at least one related C record

• Click Save

Open the Report Type Layout Editor

In the report type overview, click Edit Layout

This is where you expose fields that will be available in the Report Builder.

Add Account fields

Drag into the Accounts section:

• Account Name
• Owner
• Any other relevant Account fields

Add FreeText Container fields

Drag into the FreeText Container section:

• FreeText Template
• Account (lookup) – useful for filtering
• Parent Record Id (optional, mainly for debugging)

Add FreeText Answer fields

Drag into the FreeText Answer section:

• Value Rich Text (or Value Long Text, depending on usage)
• Created Date
• Created By

These fields represent the answers entered by users.

Add question metadata via lookup (this is the critical step)

This step is often confused with adding an object relationship — it is not an object join.

Add fields via lookup

Still inside the layout editor:

1. Under the FreeText Answer section, click
2. Add fields related via lookup
3. Choose FreeText Template Question
4. From the lookup fields, add:

• Label → Default (this is the question title shown in the UI)
• FreeText Template Topic (optional but strongly recommended for section grouping)
• Sorting (optional but recommended for ordering)

Key clarification:

This step does not create a new relationship in the report type.

It simply exposes fields from the related FreeText Template Question record via an existing lookup on the FreeText Answer.

Click Save

Create the actual report

Go to Reports → New Report

Search for and select:

• Accounts with ARPEDIO FreeText Answers

Click Start Report

Add report columns

Recommended core columns:

• Account Name
• FreeText Template Topic (section)
• Default (Question Title)
• Value Rich Text (Answer)

10) Add filters

Recommended filters:

• Value Rich Text ≠ blank
• This ensures only answered questions appear.