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:

  1. report on Accounts -- Formula Fields are available.
  2. report on Accounts with CustomObject1 -- Formula fields are available
  3. 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

  • check field level security once for those fields Dec 10 '13 at 3:11
  • 1
    Is Accounts with Custom1 with Custom2 a Custom Report Type? Dec 10 '13 at 4:48
  • @ThomasTaylor - Not that I'm aware of. It appears as a choice under Accounts & Contacts section when I click new report.
    – Del
    Dec 12 '13 at 20:12

I'm going to venture a guess that your first two reports are standard report types so they automatically update with all the fields. The last report type sounds like a custom one where you have to manually add the fields to the report type.

Here's the help article on how to add fields to your custom report type.

  • Except the fields aren't available in the field chooser to actually add them. That's where I'm stuck.
    – Del
    Dec 12 '13 at 20:09
  • Custom Report Types can be in the standard report type category folders. Check this Help page and see if the Accounts with CustomObject1 with CustomObject2 report type is listed under Custom Report types. If so, see this page for help on getting those fields on your reports. Dec 12 '13 at 21:40
  • @ThomasTaylor Ah! That's it. That help page was exactly what I was looking for -- but unable to find on my own. I needed to specifically go into the custom report types and add the missing fields.
    – Del
    Dec 16 '13 at 17:02

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