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How to Modify an Existing Report Type: https://help.pm.leapevent.tech/a/942505
Report Types are the foundation upon which your reports are built; a Report Type comprises up to four Objects, along with the the fields contained in those Objects. For example, a Contacts and Accounts report type has Contact and Account fields you can report on, and a Donations report type provides reporting access to Donation-related fields.
In this lesson, we'll first find out how to decipher a managed Report Type, which you can't add custom fields to, from a custom Report Type, which you can add custom fields to. Then, we'll walk through how to clone managed Report Types so we can add fields to them, and we'll show you how to add those fields.
1. Can I add a custom field to this report?
In order to answer this question, we need to determine whether the Report Type is managed or custom.
- If a Report Type is managed, it means it's an out-of-the-box packaged Report Type; you can clone it and add custom fields to the custom, cloned Report Type.
- If a Report Type is custom, you can go ahead and add custom fields to it.
1. First, let's see what Report Type the report we want to add fields to has - go to the Reports Tab
If you don't see the Reports tab in the main tab bar, click on the App Launcher to access all tabs.
2. Click on the report in question
3. The Report Type is to the right of the report name at the top of the report
4. Now that you've identified the Report Type, go to Setup
5. Search "report types" in the Quick Find box and click on Report Types
Managed Report Types
1. A managed Report Type will always have an arrow icon next to it
The highlighted Report Types in the screenshot below are managed and can't be edited.
Let's go ahead and click on the Account Donation Sum Report Type.
2. If the Report Type says "(Managed)", it's not editable and needs to be cloned
You'll also notice you can only preview the fields that are available on this Report Type, but you can't add any fields. Once you clone a managed Report Type, you'll be able to add additional fields. We'll walk through the cloning process in step 2.
Custom Report Types
1. Custom Report Types won't have an arrow next to them and can be edited
Let's go ahead and click on the Accounts with Contacts Report Type
2. The Accounts with Contacts Report Type is custom, and you can add fields and make edits as needed
If this is what the report you're trying to edit looks like, then the report is ready for you to add fields. You'll notice there's an "Edit Layout" button that wasn't present on the managed report. We'll click on this button in step 3 to add custom fields.
2. Let's clone a managed Report Type
In this step, you'll learn how to clone a managed Report Type so you can add the custom fields you need. We'll use the Only Time Ticket Buyers Report Type in this example. If the Report Type you're working isn't managed, then you can skip on over to step 3!
1. Click on the managed Report Type you want to clone
2. Click on the "Clone" button
You can see that the Only Time Ticket Buyers Report Type is managed; while you can't add new fields to it directly, you can clone the Report Type to create a new Custom Report Type that you CAN add fields to!
3. Fill in the following information and click "Save"
- Report Type Label: Add "Custom" to the end of the report label
- Report Type Name: likewise, add "Custom" to the end of the report name (no spaces)
- Description: Indicate this report type is a custom version of the packaged report
- Report Type Category: Accounts & Contacts
- Deployment Status: Deployed
- Click "Save"
4. Et voila! You can now add new fields to the Custom Report Type
Let's go find out how to add custom fields in the next step!
3. Add custom fields to a Custom Report Type
Imagine this scenario - you'd like to add a custom field, "Head of Household", to the "Only Time Ticket Buyers, Custom" CRM snapshot Report Type, but it's not available in the report. Let's go learn how to add "Head of Household" to the newly cloned Custom Report Type.
1. As you can see, the "Head of Household" field isn't available on the Only Time Ticket Buyers report
Note the Report Type next to the report name -- in this case it is "Only Time Ticket Buyers, Custom".
2. Click on the gear and navigate to Setup
3. Search "report type" and click on "Report Types"
4. Click on "Only Time Ticket Buyers", Custom
5. Click the "Edit Layout" button in the Fields Available for Reports section
6. Familiarize yourself with the Report Type editor page
- Main body of fields: These are all the fields, grouped by Object (in this case, Accounts, Contacts and CRM Snapshot Result Members), already included in this Report Type.
- Right Panel: Find custom fields not included yet in the Report Type here.
- Select what fields you'd like to see in the dropdown menu and click on the "Add Fields Related via Lookup" link to find fields related to that Object.
7. Move Contact fields from the right-hand box to the center section to add fields to the Report Type
Click on a field in the smaller box on the right, or Ctrl+click on multiple fields. They will turn blue.
Then drag them to one of the sections in the middle.
8. Add fields via Lookup from the Account to this Report Type if desired
- Click on the "Add fields related via lookup" link in the box on the right
- Click on the "Account Name" link in the "Add Fields via Lookup" pop-up
9. Check the Account fields you wish to add to the Report Type and click "OK"
10. Click "Save" to save your work
The "Head of Household?" field is now available in our "Only Time TIcket Buyers, Custom" report.
