The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit, and delete.
Available in: both Salesforce Classic and Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete reports:
“Create and Customize Reports”
Adding Field Filters
With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.
Find a field by typing its name into the Quick Find search box. You can also filter the list by type:
Click to see all field types, as well as custom summary formulas.
Click to see just text fields.
Click to see just number fields (numeric, percentage, or currency).
Click to see just date fields.
Adding and Removing Fields
To add a field to a tabular, summary, or matrix report, double-click it or drag it into the Preview pane. To add a field to a joined report, drag it to the Preview pane. Press CTRL to select multiple fields. Drag an entire folder to add all its fields. If a tabular, summary, or matrix report already contains a field, you can't add it again. You can add the same field multiple times to a joined report as long as you add it to different blocks. In the preview pane, click Show | Details to see your report fields. While Show | Details is disabled, you can only add summary fields.
To remove a field, grab its column header and drag it back to the Fields pane. With tabular, summary, and matrix reports, you can click the column menu and choose Remove Column, or click Remove All Columns.
Working with More than One Field
You can select multiple fields to add, remove, or reorder. For example, you can add Created By, Type and Opportunity Name to your report at the same time.
To select multiple fields or columns, press CTRL (Windows) or Command (Mac).
When you add multiple fields, they appear in the report in the order selected.
For summary and tabular formats, disable Show | Details when adding multiple summarizable fields to a report. The Summarize dialog automatically appears, letting you select summaries for all the fields at once.
Enable Show | Details when adding non-summary fields, such as text fields to a report.
When working with a joined report, you can select multiple fields from the Common Fields category and one report type. You can’t select multiple fields from different report types.
Ordering and Sorting Fields
Reorder report columns by grabbing a column header and dragging it to a new location. Press CTRL to select multiple columns. To sort your report by a column, click its column header. You can also click the column menu and choose Sort Ascending or Sort Descending from the drop-down list. Sort is disabled when Show | Details isn't selected.
Changing the Currency Displayed
If your organization has enabled multiple currencies, you can change the currency shown for all currency fields. Click Show | Display Currencies Using, then select an active currency to display.