In order to add a new field to show up in the report, first go to the report Type -> find your report type -> Edit Layout and then from the right panel add your custom field to this report. Open your report now and you should see this field.
- Select the object on the right window.
- Click “Add Fields Related Via Lookup”.
- Click the lookup field in the current object. You can now see the fields from the lookup object.
- Select the fields you would like to add and click OK.
Table of Contents
How do I add a field to a report?
You will see a section “Fields Available For Report”. Click “Edit Layout”. This will give you an editor page where you can add fields to the report that are not visible. 1.
How do I change the Order of fields in a report?
On the detail page at the bottom, there is a “Fields Available for Reports” section. If you edit layout, you can select fields to report on from any records used in the report, as well as change the order in which they show on your “Select Columns” page.
How do I set up a custom report type?
In the Custom Report Types section of your Setup page (Customize, Create, Custom Report Types), select your custom report type. On the detail page at the bottom, there is a “Fields Available for Reports” section.
How do you make a field reportable?
To make a single field reportable, go to the field’s properties page, and select The field may be used in reports from the Reportable option under Advanced options. Click Save on the Page bar to save your changes.
How do I know if a field is reportable in Salesforce?
Assuming its Enterprise or higher, go to the Setup fields page where you created the field, click on the field name, and use the Set Field Accessibility button at the top to see if the field is ‘checked’ for your profile.
How do I enable field history tracking in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. … Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. … Choose the fields you want tracked.More items…
What is the use of Allow Reports option in Salesforce?
If you check the “allow reports” box then they become available to report on without you needing to define a custom report type. If you deselect “allow reports”, then the Object is removed from the list of standard report types available.