I have set up a custom report type with Opportunities which can have 1 or many assets:

enter image description here

On the Opportunity object exists an Invoice object and in the layout properties, I've created a look up field from Opportunity > Invoice to get the invoice name:

enter image description here

I've also enabled "Checked by Default":

enter image description here

But this field is not showing in my report builder when I use this custom report type. Any ideas why?

  • A) your report type is for opps with 1 or more assets, not 0 or more. 0 or more would be opps with or without assets. B) re field not showing make sure you have access to the field in opp and the invoice object itself.
    – gorav
    Feb 23, 2022 at 14:03
  • @gorav thanks, I'm pretty sure I have access to both the field and object as I'm the admin.
    – ViqMontana
    Feb 23, 2022 at 15:11
  • Admin access does not come with field level security or access to an object, it does have to be granted via profile or perm set. If you can view the data in the ui, or in another report, then it's safe to say you have access. Being an admin does give a lot of power but object level access and field level access still is required to be set.
    – gorav
    Feb 24, 2022 at 2:22
  • I also have the same problem. I add to custom report of activities fields via lookup from cases. I can see those fields in the standard report of cases and can’t see them in the relevant report builder . Sep 29, 2022 at 7:22


You must log in to answer this question.

Browse other questions tagged .