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Customize Approval Report fields?
We are starting to run Leads through an Approval process and want to report on them (of course!).
Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, which is not relevant to our process - Company is the meaningful field. Others would be nice, too. Any work around appreciated, thanks.
Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, which is not relevant to our process - Company is the meaningful field. Others would be nice, too. Any work around appreciated, thanks.
Sonam (Salesforce Developers) I tried creating a Process Instance report type so as to report on the approvals, however, following are the only out-of-box fields available which we can get in the report:
jaw99KCGB/c Process Instance can relate to any object, it won't work this way. Relating the other way - from say, lead, to it's approval process objects would make sense - too much sense for Salesforce to let us do it. Sadly. it's impossible to provide a usable report on approval processes without coding. What a joke!
jaw99KCGHere's another disucssion on this http://salesforce.stackexchange.com/questions/58470/customize-approval-report-fields/58531#58531