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I'd like to use a custom summary formula in an opportunity report that references a user in a user lookup field on the opportunity, but not the opportunity owner themselves. Is this possible?

Currently when I create the formula, I'm able to access the opportunity owner fields and pull in the field I want, but I want to access a different user who is inside a user lookup field on the opportunity.

Any guidance is appreciated -- thanks!

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  • I think you will need a Custom Report Type (base object = Opportunity) that exposes the User fields for your custom lookup field.
    – cropredy
    Aug 5 '16 at 22:25
  • @cropredy I tried that and didn't see User as a related object I could bring in for the report type. Am I missing something?
    – Matt
    Aug 6 '16 at 0:08
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    Choose Custom Report Type with base object = Opportunity, then Edit Layout - then add fields via Lookup (in right hand side of screen)
    – cropredy
    Aug 6 '16 at 0:21
  • @cropredy that did it -- not sure how I overlooked that initially. Thanks!
    – Matt
    Aug 6 '16 at 17:19
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OOB reports on Opportunity will not make lookup records other than Account and Owner (User) available.

To get lookup fields for a custom lookup to User,

  • create a custom report type on Opportunity
  • click edit layout
  • add via lookup fields ( right hand side of edit layout screen)

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