I want to build a 'Tasks and Events' Report. So I created a New report

Standard field 'Type' which is a Picklist is not available to be selected when creating a report.

What I tried so far

Setup > Report Type > Add the field in PageLayout of the Report However, the field Type is not in the grid 'Fields Available for Reports'

Could someone suggest a workaround?


If you can see the field in the custom report type layout but the user can't see it when creating/editing a report, you might want to check the Field-Level Security for that user and field

If the users are external, you'll need to check the public FLS settings: https://help.salesforce.com/articleView?id=networks_reporting_tasks_events.htm&type=5

  • I think you misunderstood my question. My question is not about who sees what and permission to the field. My question is asking if there is a workaround to make a standard field 'Type' on Task available for reporting. Aug 31 '20 at 16:18
  • 1
    Sorry, I completely misunderstood you :) you can't add the Type field to custom report types, can only access the Type field on the standard report types per activity-enabled object (e.g. Tasks with Opportunities) and the Activity Type field on the standard Tasks and Events report type. As a workaround, you can create a custom text or picklist field and set up workflow to copy the standard Type field value into the new custom field
    – Instread
    Aug 31 '20 at 17:57
  • Thanks @Instread. Thats what i ended up doing Sep 1 '20 at 19:57

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.