Wednesday, January 23, 2013

Adding New Fields to an Existing Report Type in Salesforce - SFDC

In SFDC, one of very common complains from the new users is "Some of my fields are disappeared in Reports in SFDC". This is simply because you have not added those fields to the particular report type.

Just go to your report type and add the required fields and save. Follow these instructions.

  • Click Your Name|Setup|Create|Report Types
  • If the introductory message is there, click on Continue
  • Click on the Report Type which you need to edit
  • Click on Edit Layout in the Fields Available for Reports section
  • In the right hand side you can see all the fields of the objects in your report type.
  • Just select the Object from the drop down list in the View section.
  • Already added fields will be appeared as disabled
  • Select the Fields that you need to add and drop them into the section that you need(If there is no any section for your object, create a new section by clicking Create New Section button at the bottom).
  • After selecting all the required fields save the report type.

That's it. Cheers!!!

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