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Change the Principal Report Type

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Change the Principal Report Type

The principal report type controls how common fields are named. A joined report must have a principal report type. You can change the principal report type at any time.

Required Editions

Available in: both Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

By default, the first report type you add to the report is the principal.

The principal report type doesn’t affect what data is available for reporting.

Change the principal report type by removing its blocks. If there are multiple blocks based on the principal report type, you must remove them all. Alternatively, in Lightning Experience, change principal report type by reordering blocks. In Lightning Experience, the first block's report type is always the principal report type (the first block is the top-most in the OUTLINE).

When you remove the principal report type, the way the new report type is selected depends on how many report types the report contains.

  • If the report contains only two report types, the other report type automatically becomes the principal.
  • In Lightning Experience, if the report contains more than two report types, the report type of the first block is the principal report type. The first block is the top-most block in the columns pane.

    In Salesforce Classic, if the report contains more than two report types, a dialog displays that prompts you to pick one of them as the new principal report type.

See Also

 
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