Adding Hidden Field(s) to Reports
What shows in reports are selected fields. Oftentimes, there are additional fields that are hidden and need to be added by the Salesforce System Admin. For example, if you need to show "Opportunity Owner" on the XCPayoutDetails report you will want to do the following:
- Go to SFDC > Build > Create > Report Types > Continue
- Search "X" in the upper right corner for XCPayoutDetails > click "Edit Layout" under the "Fields Available for Reports" section
- On the right side, select "Add fields related via lookup >>"
- Select DealResultID > MeasureResultsID > Owner > Ok
- The field will appear in the first section under "XCPayoutDetail"
- Double click on the field name to rename it and clear out the "Display As". It will display as either "XCPayoutDetail: DealResultID: MeasureResultID: Owner". You can call it "Opportunity Owner" for example.
- Once done, Save.
- Then go back to Reports > XCPayoutDetails > Customize
- Search "Opportunity Owner" and drag the field into the report > click Run Report to show the updated report.
Comments
0 comments
Article is closed for comments.