How to Add Field to Report Type in Salesforce

Quick summary

Adding a field to a report type in Salesforce lets you surface custom data in any report built on that type. This step-by-step walkthrough covers navigating Advanced Setup, creating a Custom Report Type, and saving your field configuration.

Steps

1. On your dashboard, click the gear icon in the top-right menu.
2. Select Open Advanced Setup from the dropdown.
3. Type and select Report Types in the Setup search bar.
4. Find and click New Custom Report Type.
5. Fill in the required fields to define your Custom Report Type, then click Next.
6. Click Save to confirm your report type configuration.
7. Your field has been successfully added to the report type.