Custom report type field layout
Key Takeaway
The field layout decides which fields report users can pick from, and Lookup Fields can add fields from objects that aren't part of the custom report type's object structure.
A custom report type's field layout decides which fields report users can pick from, and how those fields are grouped and labeled. All reports based on the custom report type include the fields you specify, so every report gets the same organized set of fields.
How to build the field layout
You need the Manage Custom Report Types permission to create and update custom report types, including their field layouts. Editing the field layout is an optional step after you choose the primary object and any related objects.
- Click "Edit Layout" while you build the custom report type.
- Drag fields from the Fields panel into a section.
- You can also change a field's display name, so report users see a friendlier label than the field's original name.
If you add a field or section by mistake, the undo icon reverts it. The redo icon restores the reverted change.
Drag-and-drop editing of the field layout belongs to the Enhanced Custom Report Type Builder in Lightning Experience. 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 builder.