Design the Field Layout for Reports Created From Your Custom Report Type | Salesforce
Design the Field Layout for Reports Created From Your Custom Report Type
After you define a custom report type and choose its object relationships, you can specify the standard and custom fields a report can display when created or run from a custom report type.
Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create or update custom report types:
“Manage Custom Report Types”
To delete custom report types:
“Modify All Data”
Custom fields appear in custom report types only if they’ve been added to that report type’s page layout.
From Setup, enter Report Types in the Quick Find box, then select Report Types to display the All Custom Report Types page.
Select the custom report type you want to edit and click Edit Layout on the Fields Available for Reports section.
You can click Preview Layout to preview which fields will display on the Select Columns page of a report customized or run from this report type.
When previewing the layout, all fields and objects are displayed, including fields and objects you may not have permission to access. However, you cannot access any data stored in the fields or objects that you do not have permission to access.
Select fields from the right-hand box and drag them to a section on the left.
You can view a specific object's fields by selecting an object from the View drop-down list.
Optionally, click Add fields related via lookup to display the Add Fields Via Lookup overlay.
From here you can add fields via the lookup relationship the object selected in the View drop-down list has to other objects.
A lookup field is a field on an object that displays information from another object. For example, the Contact Name field on an account.
A custom report type can contain fields available via lookup through four levels of lookup relationships. For example, for an account, you can get the account owner, the account owner's manager, the manager's role, and that role's parent role.
You can only add fields via lookup that are associated with objects included in the custom report type. For example, if you add the accounts object to the custom report type, then you can add fields from objects to which accounts have a lookup relationship.
Selecting a lookup field on the Add Fields Via Lookup overlay may allow you to access additional lookup fields from other objects to which there is a lookup relationship. For example, if you select the Contact Name field from cases, you can then select the Account field from contacts because accounts have a lookup relationship to contacts which have a lookup relationship to cases.
The fields displayed in the Add Fields Via Lookup overlay do not include lookup fields to primary objects. For example, if accounts are the primary object on your custom report type, and contacts are the secondary object, then the Add Fields Via Lookup overlay does not display lookup fields from contacts to accounts.
Fields added to the layout via the Add fields related via lookup link are automatically included in the section of the object from which they are a lookup field. For example, if you add the Contact field as a lookup from accounts, then the Contact field is automatically included in the Accounts section. However, you can drag a field to any section.
Fields added via lookup automatically display the lookup icon on the field layout of the custom report type.
Reduce the amount of time it takes a user to find fields to report on by grouping similar fields together on custom report types' field layouts. You can create new page sections in which to group fields that are related to one another, and you can group fields to match specific detail pages and record types.
If you include activities as the primary object on a custom report type, then you can only add lookup fields from activities to accounts on the select column layout of the custom report type.
Arrange fields on sections as they should appear to users.
Fields not dragged onto a section will be unavailable to users when they generate reports from this report type.
Click Preview Layout and use the legend to determine which fields are included on the layout, added to the report by default, and added to the layout via a lookup relationship.
Users can view roll-up summary fields on reports that include data from fields they do not have access to view. For example, a user that does not have access to view the Price field on an opportunity product can view the Total Price field on opportunity reports if he or she has access to the Total Price field.
To rename or set which fields are selected by default for users, select one or more fields and click Edit Properties.
Click the Checked by Default checkbox next to one or more fields.
Fields selected by default automatically display the checkbox icon () on the field layout of the custom report type.
Change the text in the Display As field next to the field you want to rename.
Renamed fields from standard objects, as well as renamed standard objects, do not display as such on the field layout of the custom report type. However, renamed fields from standard objects and renamed standard objects do display their new names on the report and the preview page, which you can access by clicking Preview Layout.
To rename the sections, click Edit next to an existing section, or create a new section by clicking Create New Section.