We are starting to run Leads through an Approval process and want to report on them (of course!).
Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, which is not relevant to our process - Company is the meaningful field. Others would be nice, too. Any work around appreciated, thanks.
jaw999
The issue you are having is that ProcessInstance.targetObjectId is a polymorphic relationship to other sObjects (including Lead in your example) and OOB SFDC reports won't let you build a custom report type that will traverse that polymorphic lookup relationship
Assuming you need a report like the ones in the SFDC help , I'd suggest you write a Visualforce page / controller that executed two SOQL to populate a single inner class for whatever reporting output you want
The VF page can be launched from a home page custom link in the sidebar
Query 1
SELECT Id, targetObjectId, (SELECT Id, StepStatus, Comments FROM Steps)
FROM ProcessInstance where ...
save results in a map of targetObjectId to ProcessInstance and
save results in a map of ProcessInstanceId to targetObjectId
Query 2
Select id, company, email, lastname from Lead
where id IN targetObjIdToPIMap.keySet()
Lastly, merge results of the Query2 with the maps from Query1 into a list of some inner class containing your reporting data. Use VF pageBlockTable/dataTable/repeat to construct a pleasing format
Details of writing the actual VF page/controller are left as an exercise to you
