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Administrator 97Administrator 97 

How to add a customized field for reports

Dear Salesforce Developers,

How do I add a customized field to a report? I would like to add a field called account numbers to the report request if you coudl please assist and advise?
Best Answer chosen by Administrator 97
RohRoh
Hello Administrator 97,
Sure no problem, Screenshots might be difficult .
1.Open your developer Org.
2.Click on your name on the right hand corner.
3.Dropdown with 'setup' option, click on it.
4.On quick access menu, type Report type.
5.Open Report Type, search for your report type and click edit.
6.Now click on Edit layout.
7.On the right hand side , add your new field.


PLEASE Flag this as LIKE.

Thanks,
Rohit Alladi

All Answers

RohRoh
Hello Administrator 97,
In order to add a new field to show up in the report, first go to the report Type -> find your report type -> Edit Layout and then from the right panel add your custom field to this report.
Open your report now and you should see this field.

PLEASE SELECT THIS AS THE RIGHT ANSWER, IF YOU LIKE IT.

Thanks,
Rohit Alladi
Administrator 97Administrator 97
Hi Rohit, 

Thank you for your answer, do I use the same proceder to add a new field to an existing report? Request if you could please assist and advise.

Thnak you,

Administrator 97
Administrator 97Administrator 97
User-added image

Dear Rohit would it be the report type that is disabled in my Sales Force Customize Report page? Illustration provided above.
Administrator 97Administrator 97
How would I go via set up? Request if you could please put up a picture if it is not too much to ask. I have already put your answer as the best answer.
RohRoh
Hello Administrator 97,
Sure no problem, Screenshots might be difficult .
1.Open your developer Org.
2.Click on your name on the right hand corner.
3.Dropdown with 'setup' option, click on it.
4.On quick access menu, type Report type.
5.Open Report Type, search for your report type and click edit.
6.Now click on Edit layout.
7.On the right hand side , add your new field.


PLEASE Flag this as LIKE.

Thanks,
Rohit Alladi
This was selected as the best answer
Administrator 97Administrator 97
Thank You for your help Rohit.