Report type field layout and renaming
Key Takeaway
Editing a custom report type's field layout is a safer way to adjust what users see than changing its objects.
A custom report type decides which objects and fields report users can work with. Its field layout is the part you edit to choose which fields appear when someone builds a report on that custom report type, how those fields are grouped into sections, and what each field is called.
How to edit the field layout
The field layout controls which fields are available in reports. All custom reports built on a custom report type include the fields you specify in its field layout.
You need the "Manage Custom Report Types" permission to create and update custom report types, including their field layouts.
- Open the custom report type and click "Edit Layout".
- In the enhanced builder, drag fields from the Fields panel into the section where you want them.
- To change what a field is called, change its display name in the field layout.
If you add a field or section by mistake, click the undo icon to revert it. To restore a change you reverted, click the redo icon.
The drag-and-drop layout steps apply to the enhanced builder. You use this builder when the "Enhanced Custom Report Type Setup Page" preference in Reports and Dashboards Settings is selected. Otherwise, you use the legacy custom report type builder.