When building a report, the option to add a row-level formula field is missing from the Columns pulldown menu:

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The user building the report has appropriate permissions. What's going on?

1 Answer 1


From the doc:

"With or Without" custom report types (like Accounts with or without Contacts) don't support row-level formulas. The Add Row-Level Formula button doesn't appear.

Many custom report types involve a "join" of two entities. If the relationship between the two entities is optional, this translates into "with or without" custom report type. For example, an Account may have one or more related Contacts or it might have none:

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which yields this custom report type

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Given this report type, a row-level formula cannot be added via the report builder. As an alternative, you can add a formula field to the parent or child object in question.

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