1

I have a lookup on Opportunity that looks up to Lead. I am trying to create a custom report that shows leads with converted information. Now when I go to summary format and click on add formula field, I am not getting the number fields of opportunity like "won" etc for me to build report. I could however see all number fields of Lead. Anything that I am missing here?

Improve this question
1
  • Are these fields available to add to the report as columns?
    – Jeremy Nottingham
    Commented Sep 1, 2016 at 13:16

1 Answer 1

Reset to default
1

Hey i had created custom reports type like you said.Did you create any fields after the report type has been created.You have manually add those fields to the report type section.

But you get all the fields normally Please can you check this one when try to create formula in summary report like.Please check till the end of the list.

For Reference: enter image description here

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .