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BA_AdminBA_Admin 

Can't access the Opp owner fields (calling steve :)

Steve,

     i was looking at this postwhich you have answered but i don't think we can have the ability to see the owner fields when creating a custom report type with Opp and activities, iam i missing something ?

 

http://success.salesforce.com/questionDetail?qId=a1X30000000Ho8PEAS

 

TIA!

Best Answer chosen by Admin (Salesforce Developers) 
Steve MolisSteve Molis

Use the "Add fields related via lookup »" options Report Layout Editor 

 

Managing Custom Report Types

Editing the Report Field Layout for a Custom Report Type

Available in: Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To create or update custom report types:“Manage Custom Report Types”
To delete custom report types:“Modify All Data”
After you define a custom report type and choose its object relationships, you can specify the standard and custom fields a report can display when created or run from a custom report type:
  1. Click Your Name | Setup | Create | Report Types to display the All Custom Report Types page.
  2. Select the name of a custom report type.
  3. Click Edit Layouton the Fields Available for Reports section.Note
    You can click Preview Layout to preview which fields will display on the Select Columns page of a report customized or run from this report type. When previewing the layout, all fields and objects are displayed, including fields and objects you may not have permission to access. However, you cannot access any data stored in the fields or objects that you do not have permission to access.
  4. Select fields from the right-hand box and drag them to a section on the left.

    You can view a specific object's fields by selecting an object from the View drop-down list.

  5. Optionally, click Add fields related via lookup to display the Add Fields Via Lookup overlay, from which you can add fields via the lookup relationship the object selected in the Viewdrop-down list has to other objects.
    • A lookup field is a field on an object that displays information from another object. For example, the Contact Name field on an account. For more information on object relationships, see Overview of Relationships.
    • You can only add fields via lookup that are associated with objects included in the custom report type. For example, if you add the accounts object to the custom report type, then you can add fields from objects to which accounts have a lookup relationship.
    • Selecting a lookup field on the Add Fields Via Lookup overlay may allow you to access additional lookup fields from other objects to which there is a lookup relationship. For example, if you select the Contact Name field from cases, you can then select the Account field from contacts because accounts have a lookup relationship to contacts which have a lookup relationship to cases.

      You can access up to four levels of object relationships via lookup.

    • The fields displayed in the Add Fields Via Lookup overlay do not include lookup fields to primary objects. For example, if accounts are the primary object on your custom report type, and contacts are the secondary object, then the Add Fields Via Lookup overlay does not display lookup fields from contacts to accounts. For more information on primary objects, see Defining Custom Report Types.
    • Fields added to the layout via the Add fields related via lookup link are automatically included in the section of the object from which they are a lookup field. For example, if you add the Contact field as a lookup from accounts, then the Contact field is automatically included in the Accounts section. However, you can drag a field to any section.
    • Fields added via lookup automatically display the lookup icon on the field layout of the custom report type.

    A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a custom report type, then you could select fields via lookup from an additional 56 objects. However, users will receive an error message if they run a report from a custom report type and the report contains columns from more than 20 different objects.

  6. Arrange fields on sections as they should appear to users.Fields not dragged onto a section will be unavailable to users when they generate reports from this report type.

    You can add up to 1000 fields to each custom report type.

  7. Click Preview Layout to preview which fields will display on the Select Columns page of a report customized or run from this report type. When previewing the layout, all fields and objects are displayed, including fields and objects you may not have permission to access. However, you cannot access any data stored in the fields or objects that you do not have permission to access.Tip
    Use the legend to determine which fields are included on the layout, added to the report by default, and added to the layout via a lookup relationship.
    Warning
    Users can view roll-up summary fields on reports that include data from fields they do not have access to view. For example, a user that does not have access to view the Price field on an opportunity product can view the Total Price field on opportunity reports if he or she has access to the Total Price field. For more information, see About Roll-Up Summary Fields.
  8. To rename or set which fields are selected by default for users, select one or more fields and click Edit Properties.
    • Click the Checked by Defaultcheckbox next to the field you want selected by default.

      Fields selected by default automatically display the checkbox icon (Checkbox icon) on the field layout of the custom report type.

    • Change the text in the Display Asfield next to the field you want to rename.Note
      Renamed fields from standard objects, as well as renamed standard objects, do not display as such on the field layout of the custom report type. However, renamed fields from standard objects and renamed standard objects do display their new names on the report and the preview page, which you can access by clicking Preview Layout.
  9. To rename the sections, click Edit next to an existing section, or create a new section by clicking Create New Section.
  10. Click Save.

All Answers

Steve MolisSteve Molis

Yes, you can't use the standard Oppportunties with Activities Report, you need to create a Custom Report Type like I mentioned in the post.

BA_AdminBA_Admin

ohh i meant to say even we can't access from custom report type, i created custom report type with opportunities and activities but while creating report iam not able to access the owner fields

Steve MolisSteve Molis

Use the "Add fields related via lookup »" options Report Layout Editor 

 

Managing Custom Report Types

Editing the Report Field Layout for a Custom Report Type

Available in: Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To create or update custom report types:“Manage Custom Report Types”
To delete custom report types:“Modify All Data”
After you define a custom report type and choose its object relationships, you can specify the standard and custom fields a report can display when created or run from a custom report type:
  1. Click Your Name | Setup | Create | Report Types to display the All Custom Report Types page.
  2. Select the name of a custom report type.
  3. Click Edit Layouton the Fields Available for Reports section.Note
    You can click Preview Layout to preview which fields will display on the Select Columns page of a report customized or run from this report type. When previewing the layout, all fields and objects are displayed, including fields and objects you may not have permission to access. However, you cannot access any data stored in the fields or objects that you do not have permission to access.
  4. Select fields from the right-hand box and drag them to a section on the left.

    You can view a specific object's fields by selecting an object from the View drop-down list.

  5. Optionally, click Add fields related via lookup to display the Add Fields Via Lookup overlay, from which you can add fields via the lookup relationship the object selected in the Viewdrop-down list has to other objects.
    • A lookup field is a field on an object that displays information from another object. For example, the Contact Name field on an account. For more information on object relationships, see Overview of Relationships.
    • You can only add fields via lookup that are associated with objects included in the custom report type. For example, if you add the accounts object to the custom report type, then you can add fields from objects to which accounts have a lookup relationship.
    • Selecting a lookup field on the Add Fields Via Lookup overlay may allow you to access additional lookup fields from other objects to which there is a lookup relationship. For example, if you select the Contact Name field from cases, you can then select the Account field from contacts because accounts have a lookup relationship to contacts which have a lookup relationship to cases.

      You can access up to four levels of object relationships via lookup.

    • The fields displayed in the Add Fields Via Lookup overlay do not include lookup fields to primary objects. For example, if accounts are the primary object on your custom report type, and contacts are the secondary object, then the Add Fields Via Lookup overlay does not display lookup fields from contacts to accounts. For more information on primary objects, see Defining Custom Report Types.
    • Fields added to the layout via the Add fields related via lookup link are automatically included in the section of the object from which they are a lookup field. For example, if you add the Contact field as a lookup from accounts, then the Contact field is automatically included in the Accounts section. However, you can drag a field to any section.
    • Fields added via lookup automatically display the lookup icon on the field layout of the custom report type.

    A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a custom report type, then you could select fields via lookup from an additional 56 objects. However, users will receive an error message if they run a report from a custom report type and the report contains columns from more than 20 different objects.

  6. Arrange fields on sections as they should appear to users.Fields not dragged onto a section will be unavailable to users when they generate reports from this report type.

    You can add up to 1000 fields to each custom report type.

  7. Click Preview Layout to preview which fields will display on the Select Columns page of a report customized or run from this report type. When previewing the layout, all fields and objects are displayed, including fields and objects you may not have permission to access. However, you cannot access any data stored in the fields or objects that you do not have permission to access.Tip
    Use the legend to determine which fields are included on the layout, added to the report by default, and added to the layout via a lookup relationship.
    Warning
    Users can view roll-up summary fields on reports that include data from fields they do not have access to view. For example, a user that does not have access to view the Price field on an opportunity product can view the Total Price field on opportunity reports if he or she has access to the Total Price field. For more information, see About Roll-Up Summary Fields.
  8. To rename or set which fields are selected by default for users, select one or more fields and click Edit Properties.
    • Click the Checked by Defaultcheckbox next to the field you want selected by default.

      Fields selected by default automatically display the checkbox icon (Checkbox icon) on the field layout of the custom report type.

    • Change the text in the Display Asfield next to the field you want to rename.Note
      Renamed fields from standard objects, as well as renamed standard objects, do not display as such on the field layout of the custom report type. However, renamed fields from standard objects and renamed standard objects do display their new names on the report and the preview page, which you can access by clicking Preview Layout.
  9. To rename the sections, click Edit next to an existing section, or create a new section by clicking Create New Section.
  10. Click Save.
This was selected as the best answer
BA_AdminBA_Admin

Ahhh You da Man, that why i mentioned calling steve in my post.

I didn't know this and i created triggers to access the owner information in my previous tasks but this is quite simple, is this something new that salesforce added or it's been from initially?

 

But any way Appreciate for your help!! Your beer is on the way :)

Steve MolisSteve Molis

Hi Venu,

It's been around a while, but you're right it is buried/hidden in there.

BA_AdminBA_Admin

Nice, but you know i have logged ticket for premier support for this work some time back and they suggested is to get the work done by trigger if i want to access the owner fields , just wondering even how couldn't they know about this.

Steve MolisSteve Molis

Seriously?!?  Premier Support?!?  yikes!!!