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Troubleshooting unavailable report fields

Key Takeaway

A report can only show what its report type makes available and what the user is allowed to see.

When a field, object, or report option is missing in the report builder, the cause is usually the report type, the user's access, or a reporting limit. Some fields and features are also blocked in certain report setups.

Fields the report type makes available

A report can only use the fields its report type makes available. A custom report type can include fields from its primary object, from related objects, and from objects linked by lookup relationships. A missing field often means the report type doesn't include it.

In a custom report type, "Edit Layout" controls which fields are available in reports that use it. Admins can use it to:

  • Drag fields into sections.
  • Change a field's display name.
  • Hide a whole section to exclude it.
  • Add a field from an object that isn't part of the report type's structure by clicking "Lookup Fields".
Platform Administrator Study Guide

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Describe the options available when creating or customizing a report or report type (join objects together, with or without records, renaming the fields, formulas, bucket, join reports, chart settings, hide details, grouping totals, troubleshooting fields at a high level)

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Report versus report type

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Standard versus custom report types

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Custom report type object joins

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Report type with or without records

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Report filters and filter logic

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Cross filters on reports

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Grouping subtotals and grand totals

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Hide details on grouped reports

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Bucket fields on reports

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Report chart settings

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