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Bucket fields on reports

Key Takeaway

A bucket column gives you categories in a report without a formula or custom field, but it exists only in the report where you create it.

Bucketing sorts report records into categories you define, such as Small, Medium and Large, without creating a formula or a custom field. You build a bucket column while editing a report. You can then sort, filter and group by it like any other column.

How a bucket column works

A bucket column (also called a bucket field) is based on one field from the report type. You can bucket 3 data types: numeric, picklist and text. To build the column, you give it a name and define several buckets, which are the categories. Each record falls into the bucket that matches its value.

For example, imagine a Size column based on # Employees. Accounts with 5,000 or fewer employees go in Small. Accounts with more than 5,000 up to 10,000 employees go in Medium. Accounts with more than 10,000 employees go in Large.

Buckets update on their own: if a record's value changes, the record switches buckets automatically. For example, an account that grows past 10,000 employees moves from Medium to Large in the Size column.

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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