AI Email (AIE) supports report types in Salesforce. For more information about the integration see Integrate AI Email with Salesforce.
For more information about custom report types refer to the Salesforce article Create a Custom Report Type in the Legacy Custom Report Type Builder.
Supported report types in Salesforce
The AIE integration with Salesforce supports the following report types:
Default Leads Report
Default Campaigns and Contacts Report
Default Campaigns and Leads Report
Default Contacts and Accounts Report
Custom Contacts and Opportunities Report
Custom Leads and Opportunities Report
AIE does not currently support a report type for Leads with Converted Opportunities.
Create a custom report type in Salesforce
To create a custom report type, follow these steps in Salesforce:
Go to Setup > Report Types.
Select New Custom Report Type.
Select the primary object for your custom report type, either Lead or Contact.
Enter the additional details.
For the child object, select Opportunity, with either relationship criteria.
Select Save.
After creating the new report type, you can use it when creating a new report in Salesforce.