Tip of the Week – Adding Fields to Custom Reports
One of the great things about Salesforce is that it is highly customizable and with the proper configurations, makes your process much easier and simpler. Unfortunately, because it takes some know how to create shortcuts, small issues can arise and slow things down. In the specific case of creating reports, sometimes you will notice that a field, particularly a custom field, is not available to add. This is due to the fields not being included in the custom Report Type.
To fix this little issue, these quick steps should do the trick:
- Go to Setup
- In “Quick Find”, type “Report Type” and select the option when it appears
- Find the Report Type which you are currently using and click it to open
- Click “Edit Layout”
- Find the missing field you want to add in the right hand column
- Drag and drop it over to the appropriate layout section
- Click Save
Click here for info on creating custom reports!
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.