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Is it possible in Saleforce lighting to have a report on a custom object and get a field value from the user object without adding a formulafield on the custom object or is there a way to add the formula in the report itself?

I googled but dint get an clear answer for the user object.

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Every object will have createdby and lastmodifiedby field. Those fields basically refers the User object. If you want to get any information related to them from User object, You can refer it by adding the fields from User object in the report layout.

Refer this document:- Design the Field Layout for Reports Created From Your Custom Report Type

Steps:-

  1. From Setup, enter Report Types in the Quick Find box, then select Report Types to display the All Custom Report Types page.
  2. Select the custom report type you want to edit and click Edit Layout on the Fields Available for Reports section.You can click Preview Layout to preview which fields will display on the Select Columns page of a report customized or run from this report type.
  3. Select fields from the right-hand box and drag them to a section on the left.
  4. Optionally, click Add fields related via lookup to display the Add Fields Via Lookup overlay. From here you can add fields via the lookup relationship the object selected in the View drop-down list has to other objects.

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  • Hi Sanket, Have you tried this for a custom object related to the user object. I tried to make a custom report on the custom object and add the user object as related but I cannot select the user object. – Thomas Nov 20 '19 at 12:27
  • I have highlighted that Object has relationship with User object via createdby and lastmodifiedby fields. You can only access information from user object related to createdby user and lastmodifiedby user. – sanket kumar Nov 20 '19 at 12:29
  • Ok thanks, so in this case its not possible without creating a formulafield on the custom object to get the custom field value from the user object if i understand you correctly? – Thomas Nov 20 '19 at 12:38
  • Yes, If you need value other than createdby and lastmodifiedby user detail, you have too. Even for that, you have to define the relationship. – sanket kumar Nov 20 '19 at 12:53
  • Ok thanks for you explanation. – Thomas Nov 20 '19 at 13:02

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