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Peta Savidge

New Fields - add to Custom Report Types

Operational Reporting

Love Custom Reports! Managing them would be far easier if there was the ability to choose whether a new field (being created) should be added to any/all Custom Report types where the object the field is being created in, exists.

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Latest Comment from Salesforce

Anusha Surepeddi - 6 months ago

You prioritized it and now we’re building it! Thank you, Trailblazers, for helping us shape our product roadmap.
Inspired by this idea, we’re working on the following feature: Auto add fields to report types, which is targeted for Beta in Winter'21 release (safe harbor).

Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://sfdc.co/IDXrGroup.

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Comments ( 203 )

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Eric van Horssen - 13 days ago

I do hope this will be implemented in such a way that it will NOT automatically add it, but ASKs where it will need to be added.

Within one org one might work with multiple divisions, each of which has differnt reporting requirements, not to speak about regional differences and business requirements, custom report types are finetuned to show only the fields needed for a certain scenario.

When business requests new fields, part of the request will be to list which CRT's the fields need to be added to.

Please either make this a simple switch, or even better extend CRT funcionality, to have more parameters, to organise them in libraries/folders/groups, and have us choose for which groups we want this updated.

A feature which will helps to determine, in which report type a field is used (or not), would also be a great extra.

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Enrique Muñoz - 13 days ago

Finally!!!!
🥳🥳🥳
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Phil Kramer - 14 days ago

Yeh, it would also have made sense 12 YEARS AGO when it was proposed. WHY do things so simple like this take forever?
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Josh Robertson - 28 days ago

Fantastic!! This is going to make life so much easier!
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Patricia Elena Chumpitaz Chumpitaz - 3 months ago

Yes! this would be so helpfull and save time savier! It would also prevents errors when sending report types through sandboxes with change sets!
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Megan James - 3 months ago

Going back and adding the fields to the report type is fine...

The issue I still see as impacting most of us is those fields are not available in any report that was built with that report type before the fields were added. Is that a part of the fix you are trying to prioritize?

Example - Client Success wants a new field of Risk on all their reports for commissions based on a custom object. I can add it to the report type built to support that object BUT all the reports they've been using will need to be built from scratch again because the field isn't available to pull into the already built reports.

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Sayantani Mitra - 3 months ago

For Lightning:

Go to the Setup -> Report Types. Select the Report Type which is missing these fields. Click on Edit Layout at the bottom of the page. On the right-hand side of the page, you will see View. Select the object that has the missing fields. Any field that is missing from the existing Report Type will show up in a greenish color. You can pull these into the report.

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Dion Smith - 3 months ago

So how do I add the fields to the report type. I have several fields that do not show up in the report so that they can be added.
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Jane Isaac - 3 months ago

Hurray!!!!! This has tripped me up so many times over the years!
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yousaf jan utmanzai official - 5 months ago

A feature inspired by this idea is up for consideration in the January 2020 round of Prioritization. Help us determine which features you want us to prioritize as we begin planning for Winter ‘21 and beyond. Visit https://sfdc.co/PrioritizeIdeas to access Prioritization. urgent clean a problem

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Carol Enevoldsen - 6 months ago

Great news!

Will there be a way for an admin to easily take care of all those former fields that accidentally never got added to the CRTs through out the years? ;-)
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Janardhana Reddy - 6 months ago

Lets, we have projects that require 50-60 fields to be created at once. I have to remember to update all the various custom report types with the new field. The implementation of this idea would be epic. So that this one only way.

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Terry Harris - 6 months ago

This is going to make it so much easier to manage reporting!!!
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Eric van Horssen - 6 months ago

@Samantha Lisk Currently when you create anew custom filed, it will already be added to most standard report types.
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Sherry Haberman - 6 months ago

I don't create new fields all that often and just this morning created one and needed to add it to the Report Type and thought to myself, "There MUST be an idea on the Idea Exchange for this". Less than 20 minutes later I see the announcement and this is the #1 winner. AWESOME!! But did it really take 11 YEARS to make it to the top of the heap?