Apex Code Development You need to sign in to do that
Don't have an account?
Administrator 97 How to create a customized column for a report
Dear Salesforce Community,
I am currently working on a report and was wondering if there is a way where we could make a customized column for account numbers. For instance if one looks at the picture below I have the columns for the account name date modified etc.I would like to create a column for "Account Numbers" that corresponds to each account name. Request if you could pelase assist and advise.
Thank You.
I am currently working on a report and was wondering if there is a way where we could make a customized column for account numbers. For instance if one looks at the picture below I have the columns for the account name date modified etc.I would like to create a column for "Account Numbers" that corresponds to each account name. Request if you could pelase assist and advise.
Thank You.
Reports are read only data in salesforce.You cannot create a column with input field.
If you have corrosponding data for each account record then you have create a new field/formula field on account which can be referred
in the report.
Important :
If this is what you were looking for then please mark it as a "SOLUTION" or You can Click on the "Like" Button if this was beneficial for you.
1. Drag and drop the 'Account Number' field from the left pane to right.
2. Select the drop down arrow next to the 'Account Number' field and select 'Group By this Field'.
3. After you run the report you can see the results are grouped by 'Account Number' like below.