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How to Add Fields to a Custom Report Type

發佈日期: Apr 30, 2026
描述

If a report based on a Custom Report Type does not contain all of the expected fields to add, you must edit the layout of the report type in question.

For example, an 'Accounts with Opportunities' report type is missing fields from the 'Select Columns' step of the Report Builder.

解決方案

The following steps help you add missing fields to your report:
 

  1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. Select the name of the Report Type you're using. 
  3. Click Edit Layout.  To find additional fields, search for fields in the search bar or you can also select option to show available fields.
      
  4. Drag and drop the missing fields from the Fields section, then click Save.
  5. You can also add additional fields via lookup on your primary or secondary object by clicking + Lookup Fields.  

 Note: If previewing the layout, all fields and objects are displayed, including fields and objects that you don't have permission to access. You can access only the data that is stored in the fields or objects that you have permission to access. 


When you go back to the report, you will find that the fields are now available to be added to the report.

Create a Custom Report Type

 

知識文章編號

000384387

 
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Salesforce Help | Article