Adding XCCreditDealResult Fields to the XCPayoutDetails Report

Not all fields will show on the XC reports. If you are looking for fields that appear on the XCCreditDealResult report such as quota, attainment, and adjusted amounts, but are not showing up on the XCPayoutDetails report, those fields are hidden and will need to unhide. To unhide:

1. Go to SFDC > Build > Create > Report Types > Continue
2. Search "X" in the upper right corner for XCPayoutDetails > click "Edit Layout" under the "Fields Available for Reports" section
3. On the right side, select "Add fields related via lookup >>"
4. Select XCPayoutDetails > DealResultID > CreditDealResultID > CreditResultID                                                                                                                                                                                                                                                                                                 
5. Click "Select All" or select the specific fields you are looking for > Save
   NOTE: Quotas are broken down by timeframe. So it will show AnnualQuota, QuarterlyQuota, and MonthlyQuota instead of just "Quota". 
6. Change the field names to not include the object details. For example, it will display as either "XCPayoutDetail: DealResultID: MeasureResultID: Owner". You can call it "Opportunity Owner".
   1. If you want to rename all fields, under the first section "XCPayoutDetails" highlight those new fields to rename name > Click Edit Properties
   2. If you are looking to just rename one or two, double click on the field name to rename it > in the pop up window clear out the "Display As". 
7. Once done, click "Ok" > Save
8. Then go back to Reports > XCPayoutDetails > Customize
9. Search for the new fields and drag the field into the report > click Run Report to show the updated report.