Adding Fields to Custom Reports
Custom Reports allow us to organize and specify which fields we choose to show in reporting. This ensures that we're always using the correct fields regardless of Department.
If a field needs to be included in reporting, it has to be added to the Custom Report first.
1. Click the Gear icon in the upper right hand corner, then Setup
2. In the Quick find box, enter 'Report Types'
3. Find the report you're trying to add to and click it's name
4. At the bottom of this page, select "Edit Layout"
5. From here, you can drag and drop fields from the right hand column into it's respective category
If you're looking for a different set of fields, select from the 'View" section
6. Once all fields have been added and placed, click Save
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