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Custom Report Type Fields Not Showing: Development Status, External Users, and Lookup Fields

Publiceringsdatum: Jun 3, 2026
Beskrivning

Fields added to a custom report type (CRT) may not appear when users run the report. This article covers the most common causes: the CRT is still in Development status, the user is an external user, or the field was not added via the lookup path in the field layout editor.

Cause
Custom Report Type Status Is "In Development"

When a CRT status is set to "In Development," only users with the Manage Custom Report Types permission can see and use the report type. All other users — including standard admins without that specific permission — cannot see the CRT in the report builder.

External User Profile Restrictions

External users (Experience Cloud, Partner Community) have restricted access to report objects. Even if the CRT is Deployed, certain objects and fields are unavailable to external user profiles. This is by design and cannot be changed by adding permissions.

Field Added via Wrong Path in Field Layout Editor

Fields from related objects must be added using "+ Lookup Fields" in the CRT Field Layout editor. Simply having a lookup relationship on the object does not automatically expose related fields. Fields added without this step do not appear in the report builder.

Field Type Not Supported in Custom Report Types

The following field types cannot be added to custom report types regardless of configuration: product schedule fields, history fields, the Age field on Cases and Opportunities, and lookup fields on the Opportunity Team Member object.

Lösning

Step 1: Change the Custom Report Type Status to Deployed

  1. Go to Setup → Report Types.
  2. Click the name of the custom report type.
  3. Click Edit.
  4. Change the Deployment Status to Deployed.
  5. Click Save.
Note: Deploy only when the report type is ready for production use. Users will immediately gain access to reports built on this type once it is deployed.

Step 2: Add Missing Fields via the Field Layout Editor

  1. Open the custom report type in Setup.
  2. In the Fields section, click Edit Layout.
  3. From the View dropdown, select the related object whose fields you want to add.
  4. Click the "Show available fields" check box to show additional fields.
  5. Drag the fields to the Required or Optional sections.
  6. Click Save.

Step 3: Add Lookup Fields via the Field Layout Editor

  1. Open the custom report type in Setup.
  2. In the Fields section, click Edit Layout.
  3. From the View dropdown, select the related object whose fields you want to add.
  4. Click "+ Lookup Fields" button towards the right of the page.
  5. Select the lookup relationship where you would like to add fields.
  6. Select the checkbox for the fields to make them available for the report type.
  7. Click apply at the bottom of the list, then select a section for the fields to be added.
  8. Drag the fields to the Required or Optional sections.
  9. Click Save.

Step 3: Verify Field Availability for External Users

  1. Log in as the external user (or use Setup → Login As) to confirm which objects are accessible.
  2. If the required object is not accessible to external users, this is a platform limitation. Consider using data exports, reports run by an internal user, or a custom Visualforce/LWC solution as an alternative.

How to Create a Custom Report Type

FAQ
Q: Can I add more than 1,000 fields to a custom report type?
No. Each custom report type supports a maximum of 1,000 fields. A counter at the top of the Field Layout page shows the current count. If you reach the limit, you cannot save the layout until fields are removed.
Q: Why can I see the CRT in Setup but not when creating a report?
The CRT is in "In Development" status. Change it to "Deployed" in Setup → Report Types. Only users with Manage Custom Report Types can use In Development report types.
Q: I added a lookup field but it doesn't appear in the report. What should I check?
Confirm the field was added via "Add fields related via lookup" in the Field Layout 
Knowledge-artikelnummer

000384387

 
Laddar
Salesforce Help | Article