I have a situation where formula fields become unavailable to me when I create a report, and I'm not sure why. Here is the scenario:
When I try to create a:
- report on Accounts -- Formula Fields are available.
- report on Accounts with CustomObject1 -- Formula fields are available
- report on Accounts with CustomObject1 with CustomObject2 - Formula fields are unavailable.
CustomObject1 is the Detail side of Master-Detail with Accounts. CustomObject2 is the Detail side of Master-Detail with CustomObject2
CustomObject2 is also a detail side of a Master-Detail with Contacts.
All formula fields do appear on at least one page layout, and I am an Administrator.
Ultimately, I'm trying to create a report that includes fields from Accounts, Custom1, Custom2 and Contacts. Since there are no scenarios that present all four objects, I created formula columns on Custom2 that pull the values I need from Contacts. Those columns are not available for the report... and also no formula fields from Accounts are visible either.
I've been unable to locate a document that explains why this is the case